Naples Global Advisors’s W.R. Berkley WRB Stock Holding History

Naples Global 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	$433K	Sell	6,088 -200	-3%	-$13.4K	0.03%	357
2026 Q1	$417K	Hold	6,288	–	–	0.03%	350
2025 Q4	$441K	Hold	6,288	–	–	0.03%	347
2025 Q3	$482K	Hold	6,288	–	–	0.04%	324
2025 Q2	$462K	Sell	6,288 -300	-5%	-$21.5K	0.04%	314
2025 Q1	$469K	Sell	6,588 -250	-4%	-$15.3K	0.04%	305
2024 Q4	$400K	Sell	6,838 -500	-7%	-$29.9K	0.04%	321
2024 Q3	$416K	Hold	7,338	–	–	0.04%	317
2024 Q2	$384K	Hold	7,338	–	–	0.04%	313
2024 Q1	$433K	Hold	7,338	–	–	0.04%	302
2023 Q4	$346K	Hold	7,338	–	–	0.04%	325
2023 Q3	$314K	Buy	+7,338	New	+$304K	0.04%	328

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Naples Global Advisors's WRB Position: Q2 2026 in Review

Naples Global Advisors reduced its W.R. Berkley (WRB) stake by 3.2% in Q2 2026, selling an estimated $13.4K and leaving 6,088 shares worth $433K. The position accounts for 0.03% of the portfolio, ranked #357.

Naples Global Advisors first reported a position in WRB in Q3 2023 and has held it in 12 quarters since. The position peaked at $482K in Q3 2025. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Naples Global Advisors held 6,088 shares of W.R. Berkley worth $433K as of Q2 2026.
Naples Global Advisors sold 200 W.R. Berkley shares in Q2 2026, an estimated $13.4K.
W.R. Berkley made up 0.03% of Naples Global Advisors's portfolio in Q2 2026, its #357 holding.
Naples Global Advisors first reported a position in W.R. Berkley in Q3 2023 and has held it in 12 quarters since.
Naples Global Advisors's W.R. Berkley position peaked at $482K in Q3 2025.
948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.