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New Age Alpha Advisors’s W.R. Berkley WRB Stock Holding History

New Age Alpha 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 		$238K Sell
3,377
-351
-9% -$23.5K 0.01% 734
2026
Q1 		$247K Buy
3,728
+278
+8% +$19.1K 0.01% 593
2025
Q4 		$242K Buy
3,450
+901
+35% +$66.4K 0.01% 577
2025
Q3 		$195K Sell
2,549
-106
-4% -$7.55K 0.01% 640
2025
Q2 		$195K Buy
+2,655
New +$190K 0.01% 638
2025
Q1 		– Sell
-19,730
Closed -$1.15M – 1040
2024
Q4 		$1.15M Buy
+19,730
New +$1.18M 0.05% 427

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

New Age Alpha Advisors's WRB Position: Q2 2026 in Review

New Age Alpha Advisors reduced its W.R. Berkley (WRB) stake by 9.4% in Q2 2026, selling an estimated $23.5K and leaving 3,377 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #734.

New Age Alpha Advisors first reported a position in WRB in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.15M in Q4 2024. 949 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • New Age Alpha Advisors held 3,377 shares of W.R. Berkley worth $238K as of Q2 2026.
  • New Age Alpha Advisors sold 351 W.R. Berkley shares in Q2 2026, an estimated $23.5K.
  • W.R. Berkley made up 0.01% of New Age Alpha Advisors's portfolio in Q2 2026, its #734 holding.
  • New Age Alpha Advisors first reported a position in W.R. Berkley in Q4 2024 and has held it in 6 quarters since.
  • New Age Alpha Advisors's W.R. Berkley position peaked at $1.15M in Q4 2024.
  • 949 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.