SOA Wealth Advisors’s W.R. Berkley WRB Stock Holding History

SOA Wealth 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	–	Sell	-1	Closed	-$68	–	951
2026 Q1	$68	Hold	1	–	–	﹤0.01%	844
2025 Q4	$72	Hold	1	–	–	﹤0.01%	842
2025 Q3	$79	Hold	1	–	–	﹤0.01%	861
2025 Q2	$75	Hold	1	–	–	﹤0.01%	847
2025 Q1	$73	Hold	1	–	–	﹤0.01%	855
2024 Q4	$60	Hold	1	–	–	﹤0.01%	856
2024 Q3	$58	Sell	1 -1	-50%	-$56	﹤0.01%	823
2024 Q2	$80	Hold	2	–	–	﹤0.01%	831
2024 Q1	$90	Hold	2	–	–	﹤0.01%	876
2023 Q4	$72	Hold	2	–	–	﹤0.01%	887
2023 Q3	$64	Hold	2	–	–	﹤0.01%	917
2023 Q2	$60	Hold	2	–	–	﹤0.01%	921
2023 Q1	$63	Hold	2	–	–	﹤0.01%	946
2022 Q4	$73	Sell	2 -18	-90%	-$868	﹤0.01%	950
2022 Q3	$0	Hold	20	–	–	﹤0.01%	1005
2022 Q2	$0	Sell	20 -72	-78%	-$3.27K	﹤0.01%	1049
2022 Q1	$4K	Hold	92	–	–	﹤0.01%	733
2021 Q4	$3K	Hold	92	–	–	﹤0.01%	753
2021 Q3	$3K	Buy	92 +2	+2%	+$66	﹤0.01%	772
2021 Q2	$2K	Buy	+90	New	+$3.12K	﹤0.01%	790

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SOA Wealth Advisors's WRB Position: Q2 2026 in Review

SOA Wealth Advisors sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 1 share — an estimated $68 sold.

SOA Wealth Advisors first reported a position in WRB in Q2 2021 and held it in 20 quarters. The position peaked at $4K in Q1 2022. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

SOA Wealth Advisors reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
SOA Wealth Advisors sold 1 W.R. Berkley share in Q2 2026, an estimated $68.
SOA Wealth Advisors first reported a position in W.R. Berkley in Q2 2021 and held it in 20 quarters.
SOA Wealth Advisors's W.R. Berkley position peaked at $4K in Q1 2022.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.