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

Resonant 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 		$482K Sell
6,779
-1,746
-20% -$117K 0.02% 296
2026
Q1 		$565K Sell
8,525
-10,553
-55% -$727K 0.03% 247
2025
Q4 		$1.34M Buy
19,078
+35
+0.2% +$2.58K 0.07% 148
2025
Q3 		$1.46M Sell
19,043
-291
-2% -$20.7K 0.09% 138
2025
Q2 		$1.42M Buy
19,334
+958
+5% +$68.7K 0.09% 135
2025
Q1 		$1.31M Buy
18,376
+84
+0.5% +$5.15K 0.09% 134
2024
Q4 		$1.07M Buy
18,292
+111
+0.6% +$6.65K 0.08% 145
2024
Q3 		$1.03M Sell
18,181
-361
-2% -$20.3K 0.08% 150
2024
Q2 		$971K Buy
18,542
+324
+2% +$17.4K 0.08% 144
2024
Q1 		$1.07M Buy
18,218
+137
+0.8% +$7.41K 0.09% 135
2023
Q4 		$852K Sell
18,081
-2,615
-13% -$119K 0.08% 145
2023
Q3 		$884K Buy
20,696
+104
+0.5% +$4.31K 0.09% 132
2023
Q2 		$818K Buy
20,592
+3,882
+23% +$153K 0.09% 129
2023
Q1 		$694K Sell
16,710
-224
-1% -$10K 0.08% 141
2022
Q4 		$819K Sell
16,934
-475
-3% -$22.9K 0.1% 130
2022
Q3 		$751K Buy
17,409
+195
+1% +$8.47K 0.11% 118
2022
Q2 		$791K Buy
17,214
+1,201
+8% +$54.6K 0.12% 116
2022
Q1 		$719K Buy
16,013
+1,082
+7% +$43.2K 0.11% 117
2021
Q4 		$547K Buy
14,931
+1,300
+10% +$46.1K 0.08% 130
2021
Q3 		$443K Buy
13,631
+2,289
+20% +$75.5K 0.08% 134
2021
Q2 		$378K Buy
11,342
+49
+0.4% +$1.7K 0.07% 138
2021
Q1 		$378K Buy
11,293
+203
+2% +$6.26K 0.08% 135
2020
Q4 		$327K Buy
11,090
+416
+4% +$12K 0.08% 144
2020
Q3 		$290K Sell
10,674
-1,676
-14% -$46K 0.08% 130
2020
Q2 		$314K Sell
12,350
-6,771
-35% -$166K 0.09% 139
2020
Q1 		$443K Buy
19,121
+1,008
+6% +$30K 0.16% 135
2019
Q4 		$556K Buy
+18,113
New +$559K 0.18% 136

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

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

Resonant Capital Advisors reduced its W.R. Berkley (WRB) stake by 20% in Q2 2026, selling an estimated $117K and leaving 6,779 shares worth $482K. The position accounts for 0.02% of the portfolio, ranked #296.

Resonant Capital Advisors first reported a position in WRB in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.46M in Q3 2025. 952 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Resonant Capital Advisors held 6,779 shares of W.R. Berkley worth $482K as of Q2 2026.
  • Resonant Capital Advisors sold 1,746 W.R. Berkley shares in Q2 2026, an estimated $117K.
  • W.R. Berkley made up 0.02% of Resonant Capital Advisors's portfolio in Q2 2026, its #296 holding.
  • Resonant Capital Advisors first reported a position in W.R. Berkley in Q4 2019 and has held it in 27 quarters since.
  • Resonant Capital Advisors's W.R. Berkley position peaked at $1.46M in Q3 2025.
  • 952 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.