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Mount Yale Investment Advisors’s W.R. Berkley WRB Stock Holding History

Mount Yale 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 		$1.11M Buy
15,566
+3,184
+26% +$213K 0.02% 558
2026
Q1 		$821K Buy
12,382
+1,662
+16% +$114K 0.02% 570
2025
Q4 		$752K Buy
10,720
+4,009
+60% +$295K 0.04% 374
2025
Q3 		$514K Buy
6,711
+6,251
+1,359% +$445K 0.04% 414
2025
Q2 		$33.8K Buy
+460
New +$33K ﹤0.01% 930

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

Mount Yale Investment Advisors's WRB Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its W.R. Berkley (WRB) stake by 26% in Q2 2026, buying an estimated $213K and bringing the position to 15,566 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #558.

Mount Yale Investment Advisors first reported a position in WRB in Q2 2025 and has held it in 5 quarters since. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Mount Yale Investment Advisors held 15,566 shares of W.R. Berkley worth $1.11M as of Q2 2026.
  • Mount Yale Investment Advisors bought 3,184 W.R. Berkley shares in Q2 2026, an estimated $213K.
  • W.R. Berkley made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #558 holding.
  • Mount Yale Investment Advisors first reported a position in W.R. Berkley in Q2 2025 and has held it in 5 quarters since.
  • 948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.