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

Prime Capital 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	$403K	Sell	5,715 -50	-0.9%	-$3.35K	﹤0.01%	761
2026 Q1	$382K	Sell	5,765 -49	-0.8%	-$3.38K	﹤0.01%	755
2025 Q4	$408K	Sell	5,814 -180	-3%	-$13.3K	0.01%	710
2025 Q3	$459K	Buy	5,994 +86	+1%	+$6.12K	0.01%	665
2025 Q2	$434K	Sell	5,908 -265	-4%	-$19K	0.01%	655
2025 Q1	$439K	Buy	6,173 +420	+7%	+$25.7K	0.01%	715
2024 Q4	$337K	Buy	5,753 +73	+1%	+$4.37K	﹤0.01%	687
2024 Q3	$322K	Buy	5,680 +110	+2%	+$6.18K	﹤0.01%	706
2024 Q2	$292K	Sell	5,570 -75	-1%	-$4.02K	﹤0.01%	730
2024 Q1	$333K	Buy	5,645 +14	+0.2%	+$757	﹤0.01%	746
2023 Q4	$265K	Buy	+5,631	New	+$257K	﹤0.01%	776
2023 Q1	–	Sell	-4,643	Closed	-$225K	–	668
2022 Q4	$225K	Buy	+4,643	New	+$224K	0.01%	474
2022 Q3	–	Sell	-4,562	Closed	-$208K	–	454
2022 Q2	$208K	Buy	+4,562	New	+$207K	0.01%	353

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Prime Capital Investment Advisors's WRB Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its W.R. Berkley (WRB) stake by 0.87% in Q2 2026, selling an estimated $3.35K and leaving 5,715 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

Prime Capital Investment Advisors first reported a position in WRB in Q2 2022 and has held it in 13 quarters since. The position peaked at $459K in Q3 2025. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Prime Capital Investment Advisors held 5,715 shares of W.R. Berkley worth $403K as of Q2 2026.
Prime Capital Investment Advisors sold 50 W.R. Berkley shares in Q2 2026, an estimated $3.35K.
W.R. Berkley made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #761 holding.
Prime Capital Investment Advisors first reported a position in W.R. Berkley in Q2 2022 and has held it in 13 quarters since.
Prime Capital Investment Advisors's W.R. Berkley position peaked at $459K in Q3 2025.
953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.