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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
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 $3.9B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Moneta Group Investment Advisors's WRB Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its W.R. Berkley (WRB) stake by 3% in Q1 2026, selling an estimated $8.4K and leaving 3,966 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

Moneta Group Investment Advisors first reported a position in WRB in Q3 2015 and has held it in 16 quarters since. The position peaked at $9.87M in Q2 2021. 921 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Moneta Group Investment Advisors held 3,966 shares of W.R. Berkley worth $263K as of Q1 2026.
  • Moneta Group Investment Advisors sold 122 W.R. Berkley shares in Q1 2026, an estimated $8.4K.
  • W.R. Berkley made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #670 holding.
  • Moneta Group Investment Advisors first reported a position in W.R. Berkley in Q3 2015 and has held it in 16 quarters since.
  • Moneta Group Investment Advisors's W.R. Berkley position peaked at $9.87M in Q2 2021.
  • 921 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.