SageView Advisory Group’s W.R. Berkley WRB Stock Holding History

SageView Advisory Group’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	–	Sell	-95	Closed	-$6.66K	–	2439
2025 Q4	$6.66K	Buy	+95	New	+$7K	﹤0.01%	1866

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

SageView Advisory Group's WRB Position: Q1 2026 in Review

SageView Advisory Group sold out of W.R. Berkley (WRB) in Q1 2026, closing a stake of 95 shares — an estimated $6.66K sold.

SageView Advisory Group first reported a position in WRB in Q4 2025 and held it in 1 quarter. The position peaked at $6.66K in Q4 2025. 926 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

SageView Advisory Group reported no remaining W.R. Berkley position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 95 W.R. Berkley shares in Q1 2026, an estimated $6.66K.
SageView Advisory Group first reported a position in W.R. Berkley in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's W.R. Berkley position peaked at $6.66K in Q4 2025.
926 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.