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

Snowden 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 		$348K Sell
4,892
-635
-11% -$42.5K 0.01% 1010
2026
Q1 		$366K Sell
5,527
-827
-13% -$57K 0.01% 939
2025
Q4 		$446K Sell
6,354
-395
-6% -$29.1K 0.01% 862
2025
Q3 		$517K Sell
6,749
-493
-7% -$35.1K 0.01% 759
2025
Q2 		$532K Sell
7,242
-831
-10% -$59.6K 0.02% 737
2025
Q1 		$574K Sell
8,073
-1,197
-13% -$73.4K 0.02% 683
2024
Q4 		$542K Sell
9,270
-170
-2% -$10.2K 0.02% 747
2024
Q3 		$536K Sell
9,440
-121
-1% -$6.79K 0.02% 742
2024
Q2 		$501K Sell
9,561
-68
-0.7% -$3.64K 0.01% 750
2024
Q1 		$568K Sell
9,629
-49
-0.5% -$2.65K 0.02% 704
2023
Q4 		$456K Buy
9,678
+883
+10% +$40.3K 0.02% 740
2023
Q3 		$372K Sell
8,795
-97
-1% -$4.02K 0.02% 780
2023
Q2 		$353K Buy
8,892
+43
+0.5% +$1.69K 0.01% 886
2023
Q1 		$367K Sell
8,849
-516
-6% -$23.1K 0.01% 861
2022
Q4 		$453K Sell
9,365
-958
-9% -$46.2K 0.02% 747
2022
Q3 		$444K Sell
10,323
-1,574
-13% -$68.3K 0.02% 695
2022
Q2 		$541K Sell
11,897
-516
-4% -$23.5K 0.02% 590
2022
Q1 		$551K Buy
12,413
+10,174
+454% +$406K 0.02% 603
2021
Q4 		$81K Sell
2,239
-8,692
-80% -$308K ﹤0.01% 906
2021
Q3 		$356K Buy
10,931
+770
+8% +$25.4K 0.02% 630
2021
Q2 		$336K Buy
10,161
+1,078
+12% +$37.3K 0.02% 673
2021
Q1 		$304K Buy
9,083
+1,791
+25% +$55.2K 0.02% 626
2020
Q4 		$215K Buy
+7,292
New +$210K 0.01% 620

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

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

Snowden Capital Advisors reduced its W.R. Berkley (WRB) stake by 11% in Q2 2026, selling an estimated $42.5K and leaving 4,892 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #1010.

Snowden Capital Advisors first reported a position in WRB in Q4 2020 and has held it in 23 quarters since. The position peaked at $574K in Q1 2025. 949 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Snowden Capital Advisors held 4,892 shares of W.R. Berkley worth $348K as of Q2 2026.
  • Snowden Capital Advisors sold 635 W.R. Berkley shares in Q2 2026, an estimated $42.5K.
  • W.R. Berkley made up 0.01% of Snowden Capital Advisors's portfolio in Q2 2026, its #1010 holding.
  • Snowden Capital Advisors first reported a position in W.R. Berkley in Q4 2020 and has held it in 23 quarters since.
  • Snowden Capital Advisors's W.R. Berkley position peaked at $574K in Q1 2025.
  • 949 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.