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Prospera Financial Services’s W.R. Berkley WRB Stock Holding History

Prospera Financial Services’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 		$2.33M Buy
32,977
+2,628
+9% +$176K 0.03% 479
2026
Q1 		$2.01M Buy
30,349
+5,499
+22% +$379K 0.03% 501
2025
Q4 		$1.74M Buy
24,850
+2,833
+13% +$209K 0.03% 511
2025
Q3 		$1.69M Buy
22,017
+19,284
+706% +$1.37M 0.03% 519
2025
Q2 		$201K Buy
+2,733
New +$196K ﹤0.01% 1253
2024
Q1 		– Sell
-4,865
Closed -$229K – 1144
2023
Q4 		$229K Sell
4,865
-384
-7% -$17.5K 0.01% 957
2023
Q3 		$223K Sell
5,249
-633
-11% -$26.2K 0.01% 910
2023
Q2 		$234K Buy
5,882
+218
+4% +$8.57K 0.01% 902
2023
Q1 		$236K Buy
5,664
+1,057
+23% +$47.3K 0.01% 858
2022
Q4 		$223K Sell
4,607
-730
-14% -$35.2K 0.01% 812
2022
Q3 		$230K Buy
5,337
+214
+4% +$9.29K 0.01% 737
2022
Q2 		$234K Sell
5,123
-729
-12% -$33.1K 0.01% 691
2022
Q1 		$260K Buy
+5,852
New +$233K 0.01% 787
2021
Q1 		– Sell
-9,718
Closed -$287K – 780
2020
Q4 		$287K Buy
+9,718
New +$280K 0.02% 547
2020
Q1 		– Sell
-61,189
Closed -$1.88M – 631
2019
Q4 		$1.88M Buy
+61,189
New +$1.89M 0.14% 179

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

Prospera Financial Services's WRB Position: Q2 2026 in Review

Prospera Financial Services increased its W.R. Berkley (WRB) stake by 8.7% in Q2 2026, buying an estimated $176K and bringing the position to 32,977 shares worth $2.33M. The position accounts for 0.03% of the portfolio, ranked #479.

Prospera Financial Services first reported a position in WRB in Q4 2019 and has held it in 15 quarters since. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Prospera Financial Services held 32,977 shares of W.R. Berkley worth $2.33M as of Q2 2026.
  • Prospera Financial Services bought 2,628 W.R. Berkley shares in Q2 2026, an estimated $176K.
  • W.R. Berkley made up 0.03% of Prospera Financial Services's portfolio in Q2 2026, its #479 holding.
  • Prospera Financial Services first reported a position in W.R. Berkley in Q4 2019 and has held it in 15 quarters since.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.