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

Providence Capital 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 		$108K Buy
+1,533
New +$103K 0.02% 155

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

Providence Capital Advisors's WRB Position: Q2 2026 in Review

Providence Capital Advisors opened a new position in W.R. Berkley (WRB) in Q2 2026: 1,533 shares worth $108K. The stake represents 0.02% of the portfolio and ranks #155 among its holdings.

946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Providence Capital Advisors held 1,533 shares of W.R. Berkley worth $108K as of Q2 2026.
  • W.R. Berkley was a new Providence Capital Advisors position in Q2 2026.
  • W.R. Berkley made up 0.02% of Providence Capital Advisors's portfolio in Q2 2026, its #155 holding.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Providence Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.