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Moneta Group Investment Advisors’s W.R. Berkley WRB Stock Holding History

Moneta Group Investment Advisors’s Portfolio WRB Stock Details WRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$287K Buy
4,068
+102
+3% +$6.83K ﹤0.01% 710
2026
Q1 		$263K Sell
3,966
-122
-3% -$8.4K ﹤0.01% 670
2025
Q4 		$287K Buy
4,088
+116
+3% +$8.55K ﹤0.01% 644
2025
Q3 		$304K Sell
3,972
-127
-3% -$9.04K ﹤0.01% 615
2025
Q2 		$301K Buy
4,099
+61
+2% +$4.37K ﹤0.01% 563
2025
Q1 		$287K Sell
4,038
-141
-3% -$8.64K ﹤0.01% 538
2024
Q4 		$245K Buy
4,179
+130
+3% +$7.79K ﹤0.01% 585
2024
Q3 		$230K Sell
4,049
-2,506
-38% -$141K ﹤0.01% 589
2024
Q2 		$229K Sell
6,555
-1,145
-15% -$61.3K ﹤0.01% 550
2024
Q1 		$303K Buy
7,700
+2,945
+62% +$159K ﹤0.01% 486
2023
Q4 		$224K Sell
4,755
-317
-6% -$14.4K ﹤0.01% 509
2023
Q3 		$215K Sell
5,072
-267
-5% -$11.1K ﹤0.01% 480
2023
Q2 		$212K Buy
+5,339
New +$210K ﹤0.01% 500
2023
Q1 		– Sell
-4,218
Closed -$203K – 556
2022
Q4 		$203K Buy
+4,218
New +$203K 0.01% 436
2021
Q4 		– Sell
-118,249
Closed -$3.85M – 491
2021
Q3 		$3.85M Sell
118,249
-179,968
-60% -$5.93M 0.18% 89
2021
Q2 		$9.87M Buy
+298,217
New +$10.3M 0.45% 52
2015
Q4 		– Sell
-5,187
Closed -$84K – 425
2015
Q3 		$84K Buy
+5,187
New +$85K 0.02% 188

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Moneta Group Investment Advisors's WRB Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its W.R. Berkley (WRB) stake by 2.6% in Q2 2026, buying an estimated $6.83K and bringing the position to 4,068 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

Moneta Group Investment Advisors first reported a position in WRB in Q3 2015 and has held it in 17 quarters since. The position peaked at $9.87M in Q2 2021. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Moneta Group Investment Advisors held 4,068 shares of W.R. Berkley worth $287K as of Q2 2026.
  • Moneta Group Investment Advisors bought 102 W.R. Berkley shares in Q2 2026, an estimated $6.83K.
  • W.R. Berkley made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #710 holding.
  • Moneta Group Investment Advisors first reported a position in W.R. Berkley in Q3 2015 and has held it in 17 quarters since.
  • Moneta Group Investment Advisors's W.R. Berkley position peaked at $9.87M in Q2 2021.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.