Raymond James Financial
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Raymond James Financial’s W.R. Berkley WRB Stock Holding History

Raymond James Financial’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
Q1 		$72.9M Sell
1,100,375
-91,685
-8% -$6.31M 0.02% 649
2025
Q4 		$83.6M Sell
1,192,060
-129,770
-10% -$9.56M 0.03% 581
2025
Q3 		$101M Sell
1,321,830
-90,088
-6% -$6.41M 0.03% 502
2025
Q2 		$104M Sell
1,411,918
-67,890
-5% -$4.87M 0.04% 468
2025
Q1 		$105M Sell
1,479,808
-52,852
-3% -$3.24M 0.04% 413
2024
Q4 		$89.7M Buy
+1,532,660
New +$91.8M 0.03% 481

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Raymond James Financial's WRB Position: Q1 2026 in Review

Raymond James Financial reduced its W.R. Berkley (WRB) stake by 7.7% in Q1 2026, selling an estimated $6.31M and leaving 1,100,375 shares worth $72.9M. The position accounts for 0.02% of the portfolio, ranked #649.

Raymond James Financial first reported a position in WRB in Q4 2024 and has held it in 6 quarters since. The position peaked at $105M in Q1 2025. 922 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Raymond James Financial held 1,100,375 shares of W.R. Berkley worth $72.9M as of Q1 2026.
  • Raymond James Financial sold 91,685 W.R. Berkley shares in Q1 2026, an estimated $6.31M.
  • W.R. Berkley made up 0.02% of Raymond James Financial's portfolio in Q1 2026, its #649 holding.
  • Raymond James Financial first reported a position in W.R. Berkley in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's W.R. Berkley position peaked at $105M in Q1 2025.
  • 922 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.