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Seneschal Advisors’s W.R. Berkley WRB Stock Holding History

Seneschal 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 		$424 Hold
6
– – ﹤0.01% 437
2026
Q1 		$398 Hold
6
– – ﹤0.01% 416
2025
Q4 		$421 Hold
6
– – ﹤0.01% 399
2025
Q3 		$460 Buy
+6
New +$427 ﹤0.01% 381

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

Seneschal Advisors's WRB Position: Q2 2026 in Review

Seneschal Advisors held its W.R. Berkley (WRB) position steady in Q2 2026 at 6 shares worth $424. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Seneschal Advisors first reported a position in WRB in Q3 2025 and has held it in 4 quarters since. The position peaked at $460 in Q3 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Seneschal Advisors held 6 shares of W.R. Berkley worth $424 as of Q2 2026.
  • Seneschal Advisors left its W.R. Berkley share count unchanged in Q2 2026.
  • W.R. Berkley made up ﹤0.01% of Seneschal Advisors's portfolio in Q2 2026, its #437 holding.
  • Seneschal Advisors first reported a position in W.R. Berkley in Q3 2025 and has held it in 4 quarters since.
  • Seneschal Advisors's W.R. Berkley position peaked at $460 in Q3 2025.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Seneschal Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.