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Nations Financial Group’s W.R. Berkley WRB Stock Holding History

Nations Financial Group’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 		– Sell
-14,713
Closed -$975K – 835
2026
Q1 		$975K Buy
14,713
+99
+0.7% +$6.82K 0.05% 373
2025
Q4 		$1.02M Sell
14,614
-1,836
-11% -$135K 0.05% 350
2025
Q3 		$1.26M Sell
16,450
-167
-1% -$11.9K 0.08% 269
2025
Q2 		$1.22M Buy
16,617
+127
+0.8% +$9.1K 0.08% 250
2025
Q1 		$1.17M Sell
16,490
-121
-0.7% -$7.42K 0.09% 248
2024
Q4 		$972K Sell
16,611
-55
-0.3% -$3.29K 0.07% 281
2024
Q3 		$945K Buy
16,666
+412
+3% +$23.1K 0.07% 292
2024
Q2 		$851K Buy
16,254
+195
+1% +$10.4K 0.07% 289
2024
Q1 		$947K Buy
16,059
+754
+5% +$40.8K 0.08% 265
2023
Q4 		$722K Buy
15,305
+5,118
+50% +$233K 0.07% 296
2023
Q3 		$431K Buy
+10,187
New +$422K 0.04% 397

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

Nations Financial Group's WRB Position: Q2 2026 in Review

Nations Financial Group sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 14,713 shares — an estimated $975K sold.

Nations Financial Group first reported a position in WRB in Q3 2023 and held it in 11 quarters. The position peaked at $1.26M in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Nations Financial Group reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
  • Nations Financial Group sold 14,713 W.R. Berkley shares in Q2 2026, an estimated $975K.
  • Nations Financial Group first reported a position in W.R. Berkley in Q3 2023 and held it in 11 quarters.
  • Nations Financial Group's W.R. Berkley position peaked at $1.26M in Q3 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.