Private Wealth Advisors (California)’s W.R. Berkley WRB Stock Holding History

Private Wealth Advisors (California)’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
2025 Q2	–	Sell	-5,104	Closed	-$363K	–	90
2025 Q1	$363K	Buy	5,104 +7	+0.1%	+$429	0.13%	73
2024 Q4	$298K	Buy	5,097 +7	+0.1%	+$419	0.12%	77
2024 Q3	$291K	Buy	5,090 +6	+0.1%	+$337	0.11%	71
2024 Q2	$268K	Buy	5,084 +8	+0.2%	+$429	0.1%	70
2024 Q1	$299K	Buy	5,076 +7	+0.1%	+$379	0.12%	66
2023 Q4	$239K	Sell	5,069 -3	-0.1%	-$137	0.09%	64
2023 Q3	$215K	Hold	5,072	–	–	0.09%	72
2023 Q2	$201K	Buy	5,072 +9	+0.2%	+$354	0.08%	75
2023 Q1	$210K	Buy	+5,063	New	+$227K	0.09%	75

Other funds holding WRB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Private Wealth Advisors (California)'s WRB Position: Q2 2025 in Review

Private Wealth Advisors (California) sold out of W.R. Berkley (WRB) in Q2 2025, closing a stake of 5,104 shares — an estimated $363K sold.

Private Wealth Advisors (California) first reported a position in WRB in Q1 2023 and held it in 9 quarters. The position peaked at $363K in Q1 2025. 923 funds tracked by Wall St. Rank hold WRB as of Q2 2025.

Private Wealth Advisors (California) reported no remaining W.R. Berkley position as of Q2 2025 after selling out during the quarter.
Private Wealth Advisors (California) sold 5,104 W.R. Berkley shares in Q2 2025, an estimated $363K.
Private Wealth Advisors (California) first reported a position in W.R. Berkley in Q1 2023 and held it in 9 quarters.
Private Wealth Advisors (California)'s W.R. Berkley position peaked at $363K in Q1 2025.
923 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2025.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2025, filed 14 Aug 2025.