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WRB icon

NewEdge Advisors’s W.R. Berkley WRB Stock Holding History

NewEdge 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 		$2.43M Buy
34,493
+25,610
+288% +$1.72M 0.01% 1114
2026
Q1 		$589K Sell
8,883
-1,671
-16% -$115K ﹤0.01% 1853
2025
Q4 		$740K Buy
10,554
+1,138
+12% +$83.9K ﹤0.01% 1673
2025
Q3 		$721K Sell
9,416
-409
-4% -$29.1K ﹤0.01% 1599
2025
Q2 		$722K Buy
9,825
+1,056
+12% +$75.7K ﹤0.01% 1470
2025
Q1 		$624K Sell
8,769
-924
-10% -$56.6K ﹤0.01% 1460
2024
Q4 		$567K Buy
9,693
+1,074
+12% +$64.3K ﹤0.01% 1466
2024
Q3 		$489K Sell
8,619
-2,697
-24% -$151K ﹤0.01% 1493
2024
Q2 		$593K Buy
11,316
+3,031
+37% +$162K ﹤0.01% 1316
2024
Q1 		$488K Buy
8,285
+4,428
+115% +$240K ﹤0.01% 1363
2023
Q4 		$182K Sell
3,857
-21,556
-85% -$983K ﹤0.01% 1746
2023
Q3 		$1.08M Buy
25,413
+22,884
+905% +$948K 0.01% 838
2023
Q2 		$100K Buy
2,529
+54
+2% +$2.12K ﹤0.01% 1853
2023
Q1 		$103K Sell
2,475
-8,942
-78% -$400K ﹤0.01% 1746
2022
Q4 		$428K Buy
11,417
+3,224
+39% +$155K 0.01% 848
2022
Q3 		$353K Buy
+8,193
New +$356K 0.01% 1118
2019
Q2 		– Sell
-11,154
Closed -$280K – 709
2019
Q1 		$280K Buy
+11,154
New +$263K 0.02% 545
2018
Q4 		– Sell
-13,250
Closed -$314K – 723
2018
Q3 		$314K Buy
+13,250
New +$301K 0.02% 482

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

NewEdge Advisors's WRB Position: Q2 2026 in Review

NewEdge Advisors increased its W.R. Berkley (WRB) stake by 288% in Q2 2026, buying an estimated $1.72M and bringing the position to 34,493 shares worth $2.43M. The position accounts for 0.01% of the portfolio, ranked #1114.

NewEdge Advisors first reported a position in WRB in Q3 2018 and has held it in 18 quarters since. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • NewEdge Advisors held 34,493 shares of W.R. Berkley worth $2.43M as of Q2 2026.
  • NewEdge Advisors bought 25,610 W.R. Berkley shares in Q2 2026, an estimated $1.72M.
  • W.R. Berkley made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1114 holding.
  • NewEdge Advisors first reported a position in W.R. Berkley in Q3 2018 and has held it in 18 quarters since.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

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