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

OneDigital 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 		$673K Buy
9,539
+147
+2% +$9.85K 0.01% 909
2026
Q1 		$623K Sell
9,392
-1,170
-11% -$80.6K 0.01% 864
2025
Q4 		$741K Buy
10,562
+182
+2% +$13.4K 0.01% 784
2025
Q3 		$795K Buy
10,380
+52
+0.5% +$3.7K 0.01% 749
2025
Q2 		$759K Sell
10,328
-651
-6% -$46.7K 0.01% 738
2025
Q1 		$781K Sell
10,979
-6,107
-36% -$374K 0.01% 688
2024
Q4 		$1,000K Sell
17,086
-378
-2% -$22.6K 0.01% 633
2024
Q3 		$991K Sell
17,464
-776
-4% -$43.6K 0.01% 656
2024
Q2 		$956K Buy
18,240
+2,148
+13% +$115K 0.01% 639
2024
Q1 		$949K Sell
16,092
-5,442
-25% -$294K 0.01% 526
2023
Q4 		$1.02M Buy
21,534
+783
+4% +$35.7K 0.02% 472
2023
Q3 		$878K Buy
20,751
+12,054
+139% +$499K 0.02% 457
2023
Q2 		$345K Buy
8,697
+474
+6% +$18.6K 0.01% 773
2023
Q1 		$341K Sell
8,223
-249
-3% -$11.1K 0.01% 731
2022
Q4 		$410K Sell
8,472
-86
-1% -$4.15K 0.01% 573
2022
Q3 		$368K Buy
+8,558
New +$372K 0.01% 541
2019
Q3 		– Sell
-824
Closed -$24K – 1166
2019
Q2 		$24K Hold
824
– – ﹤0.01% 764
2019
Q1 		$21K Sell
824
-185
-18% -$4.36K ﹤0.01% 719
2018
Q4 		$22K Sell
1,009
-206
-17% -$4.63K ﹤0.01% 670
2018
Q3 		$29K Hold
1,215
– – 0.01% 552
2018
Q2 		$26K Hold
1,215
– – 0.01% 716
2018
Q1 		$26K Hold
1,215
– – 0.01% 719
2017
Q4 		$25K Hold
1,215
– – ﹤0.01% 730
2017
Q3 		$21K Hold
1,215
– – 0.01% 633
2017
Q2 		$25K Buy
+1,215
New +$24.6K 0.01% 682

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

OneDigital Investment Advisors's WRB Position: Q2 2026 in Review

OneDigital Investment Advisors increased its W.R. Berkley (WRB) stake by 1.6% in Q2 2026, buying an estimated $9.85K and bringing the position to 9,539 shares worth $673K. The position accounts for 0.01% of the portfolio, ranked #909.

OneDigital Investment Advisors first reported a position in WRB in Q2 2017 and has held it in 25 quarters since. The position peaked at $1.02M in Q4 2023. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • OneDigital Investment Advisors held 9,539 shares of W.R. Berkley worth $673K as of Q2 2026.
  • OneDigital Investment Advisors bought 147 W.R. Berkley shares in Q2 2026, an estimated $9.85K.
  • W.R. Berkley made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #909 holding.
  • OneDigital Investment Advisors first reported a position in W.R. Berkley in Q2 2017 and has held it in 25 quarters since.
  • OneDigital Investment Advisors's W.R. Berkley position peaked at $1.02M in Q4 2023.
  • 948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.