Sequoia Financial Advisors’s W.R. Berkley WRB Stock Holding History

Sequoia Financial 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	$1.05M	Buy	14,948 +5,304	+55%	+$355K	0.01%	920
2026 Q1	$639K	Buy	9,644 +343	+4%	+$23.6K	﹤0.01%	1123
2025 Q4	$652K	Buy	9,301 +4,928	+113%	+$363K	﹤0.01%	1122
2025 Q3	$335K	Buy	4,373 +285	+7%	+$20.3K	﹤0.01%	1340
2025 Q2	$300K	Buy	4,088 +442	+12%	+$31.7K	﹤0.01%	1264
2025 Q1	$259K	Buy	3,646 +100	+3%	+$6.13K	﹤0.01%	1131
2024 Q4	$208K	Buy	+3,546	New	+$212K	﹤0.01%	1206
2024 Q1	–	Sell	-6,372	Closed	-$300K	–	1300
2023 Q4	$300K	Buy	+6,372	New	+$290K	﹤0.01%	931

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Sequoia Financial Advisors's WRB Position: Q2 2026 in Review

Sequoia Financial Advisors increased its W.R. Berkley (WRB) stake by 55% in Q2 2026, buying an estimated $355K and bringing the position to 14,948 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #920.

Sequoia Financial Advisors first reported a position in WRB in Q4 2023 and has held it in 8 quarters since. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Sequoia Financial Advisors held 14,948 shares of W.R. Berkley worth $1.05M as of Q2 2026.
Sequoia Financial Advisors bought 5,304 W.R. Berkley shares in Q2 2026, an estimated $355K.
W.R. Berkley made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #920 holding.
Sequoia Financial Advisors first reported a position in W.R. Berkley in Q4 2023 and has held it in 8 quarters since.
948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.