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Private Advisor Group’s W.R. Berkley WRB Stock Holding History

Private Advisor Group’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 		$1.17M Sell
16,653
-2,489
-13% -$167K 0.01% 1280
2026
Q1 		$1.27M Sell
19,142
-845
-4% -$58.2K 0.01% 1283
2025
Q4 		$1.4M Sell
19,987
-8
-0% -$590 0.01% 1216
2025
Q3 		$1.53M Buy
19,995
+1,068
+6% +$76K 0.01% 1136
2025
Q2 		$1.39M Sell
18,927
-1,008
-5% -$72.2K 0.01% 1132
2025
Q1 		$1.42M Sell
19,935
-1,653
-8% -$101K 0.01% 1064
2024
Q4 		$1.26M Buy
21,588
+257
+1% +$15.4K 0.01% 1109
2024
Q3 		$1.21M Sell
21,331
-232
-1% -$13K 0.01% 1153
2024
Q2 		$1.13M Sell
21,563
-493
-2% -$26.4K 0.01% 1130
2024
Q1 		$1.3M Buy
22,056
+1,122
+5% +$60.7K 0.01% 1023
2023
Q4 		$987K Buy
20,934
+5,673
+37% +$259K 0.01% 1119
2023
Q3 		$646K Buy
15,261
+4,758
+45% +$197K 0.01% 1255
2023
Q2 		$417K Sell
10,503
-72
-0.7% -$2.83K ﹤0.01% 1455
2023
Q1 		$439K Sell
10,575
-13,574
-56% -$607K ﹤0.01% 1393
2022
Q4 		$431K Buy
24,149
+2,433
+11% +$117K 0.02% 619
2022
Q3 		$935K Sell
21,716
-60,991
-74% -$2.65M 0.01% 949
2022
Q2 		$3.76M Buy
82,707
+56,284
+213% +$2.56M 0.03% 492
2022
Q1 		$1.17M Buy
26,423
+4,931
+23% +$197K 0.01% 1023
2021
Q4 		$787K Sell
21,492
-14,778
-41% -$524K 0.01% 1233
2021
Q3 		$1.18M Buy
36,270
+19,159
+112% +$632K 0.01% 1132
2021
Q2 		$566K Buy
17,111
+1,597
+10% +$55.3K ﹤0.01% 1330
2021
Q1 		$520K Buy
15,514
+1,895
+14% +$58.4K 0.01% 1282
2020
Q4 		$402K Buy
13,619
+2,704
+25% +$78K ﹤0.01% 1329
2020
Q3 		$282K Sell
10,915
-155
-1% -$4.25K ﹤0.01% 1274
2020
Q2 		$282K Sell
11,070
-4,232
-28% -$104K ﹤0.01% 1230
2020
Q1 		$355K Sell
15,302
-8,739
-36% -$260K 0.01% 1012
2019
Q4 		$738K Buy
+24,041
New +$742K 0.01% 881
2019
Q3 		– Sell
-8,456
Closed -$248K – 1797
2019
Q2 		$248K Buy
+8,456
New +$231K ﹤0.01% 1392

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

Private Advisor Group's WRB Position: Q2 2026 in Review

Private Advisor Group reduced its W.R. Berkley (WRB) stake by 13% in Q2 2026, selling an estimated $167K and leaving 16,653 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #1280.

Private Advisor Group first reported a position in WRB in Q2 2019 and has held it in 28 quarters since. The position peaked at $3.76M in Q2 2022. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Private Advisor Group held 16,653 shares of W.R. Berkley worth $1.17M as of Q2 2026.
  • Private Advisor Group sold 2,489 W.R. Berkley shares in Q2 2026, an estimated $167K.
  • W.R. Berkley made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #1280 holding.
  • Private Advisor Group first reported a position in W.R. Berkley in Q2 2019 and has held it in 28 quarters since.
  • Private Advisor Group's W.R. Berkley position peaked at $3.76M in Q2 2022.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.