Raymond James Financial
WRB icon

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
Q2 		$70M Sell
993,028
-107,347
-10% -$7.19M 0.02% 751
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 $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 $3.38T AUM 44.17% 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

Raymond James Financial's WRB Position: Q2 2026 in Review

Raymond James Financial reduced its W.R. Berkley (WRB) stake by 9.8% in Q2 2026, selling an estimated $7.19M and leaving 993,028 shares worth $70M. The position accounts for 0.02% of the portfolio, ranked #751.

Raymond James Financial first reported a position in WRB in Q4 2024 and has held it in 7 quarters since. The position peaked at $105M in Q1 2025. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Raymond James Financial held 993,028 shares of W.R. Berkley worth $70M as of Q2 2026.
  • Raymond James Financial sold 107,347 W.R. Berkley shares in Q2 2026, an estimated $7.19M.
  • W.R. Berkley made up 0.02% of Raymond James Financial's portfolio in Q2 2026, its #751 holding.
  • Raymond James Financial first reported a position in W.R. Berkley in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's W.R. Berkley position peaked at $105M in Q1 2025.
  • 953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.