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Park Avenue Securities’s W.R. Berkley WRB Stock Holding History

Park Avenue Securities’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 		$818K Sell
11,592
-2,473
-18% -$166K 0.01% 1053
2026
Q1 		$932K Sell
14,065
-126
-0.9% -$8.68K 0.01% 843
2025
Q4 		$995K Buy
14,191
+714
+5% +$52.6K 0.01% 811
2025
Q3 		$1.03M Sell
13,477
-770
-5% -$54.8K 0.01% 864
2025
Q2 		$1.05M Buy
14,247
+241
+2% +$17.3K 0.01% 764
2025
Q1 		$997K Buy
14,006
+932
+7% +$57.1K 0.01% 626
2024
Q4 		$765K Buy
13,074
+1,468
+13% +$87.9K 0.01% 882
2024
Q3 		$658K Sell
11,606
-727
-6% -$40.8K 0.01% 866
2024
Q2 		$646K Buy
12,333
+2,811
+30% +$151K 0.01% 848
2024
Q1 		$561K Sell
9,522
-1,292
-12% -$69.9K 0.01% 908
2023
Q4 		$510K Buy
10,814
+1,313
+14% +$59.9K 0.01% 903
2023
Q3 		$402K Buy
+9,501
New +$394K 0.01% 927
2023
Q2 		– Sell
-19,785
Closed -$821K – 752
2023
Q1 		$821K Sell
19,785
-228
-1% -$10.2K 0.01% 516
2022
Q4 		$968K Sell
20,013
-3,336
-14% -$161K 0.02% 533
2022
Q3 		$1M Buy
23,349
+8,673
+59% +$377K 0.02% 455
2022
Q2 		$668K Buy
14,676
+393
+3% +$17.9K 0.01% 599
2022
Q1 		$634K Buy
14,283
+2,227
+18% +$88.8K 0.01% 637
2021
Q4 		$441K Buy
+12,056
New +$427K 0.01% 762

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

Park Avenue Securities's WRB Position: Q2 2026 in Review

Park Avenue Securities reduced its W.R. Berkley (WRB) stake by 18% in Q2 2026, selling an estimated $166K and leaving 11,592 shares worth $818K. The position accounts for 0.01% of the portfolio, ranked #1053.

Park Avenue Securities first reported a position in WRB in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.05M in Q2 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Park Avenue Securities held 11,592 shares of W.R. Berkley worth $818K as of Q2 2026.
  • Park Avenue Securities sold 2,473 W.R. Berkley shares in Q2 2026, an estimated $166K.
  • W.R. Berkley made up 0.01% of Park Avenue Securities's portfolio in Q2 2026, its #1053 holding.
  • Park Avenue Securities first reported a position in W.R. Berkley in Q4 2021 and has held it in 18 quarters since.
  • Park Avenue Securities's W.R. Berkley position peaked at $1.05M in Q2 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.