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Sound View Wealth Advisors Group’s W.R. Berkley WRB Stock Holding History

Sound View Wealth Advisors 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
Q2 		$3.3M Sell
46,743
-11
-0% -$737 0.2% 107
2026
Q1 		$3.1M Sell
46,754
-23
-0% -$1.58K 0.21% 101
2025
Q4 		$3.28M Buy
46,777
+11
+0% +$811 0.22% 102
2025
Q3 		$3.58M Sell
46,766
-41
-0.1% -$2.92K 0.25% 91
2025
Q2 		$3.44M Sell
46,807
-462
-1% -$33.1K 0.25% 89
2025
Q1 		$3.36M Sell
47,269
-632
-1% -$38.7K 0.28% 82
2024
Q4 		$2.8M Buy
47,901
+12
+0% +$719 0.23% 95
2024
Q3 		$2.72M Buy
47,889
+1,425
+3% +$80K 0.22% 105
2024
Q2 		$2.43M Buy
46,464
+154
+0.3% +$8.25K 0.25% 89
2024
Q1 		$2.73M Sell
46,310
-1,548
-3% -$83.7K 0.29% 81
2023
Q4 		$2.26M Buy
47,858
+155
+0.3% +$7.07K 0.25% 102
2023
Q3 		$2.02M Buy
47,703
+1,524
+3% +$63.1K 0.25% 93
2023
Q2 		$1.83M Buy
46,179
+52
+0.1% +$2.04K 0.24% 94
2023
Q1 		$1.91M Sell
46,127
-1,731
-4% -$77.4K 0.26% 89
2022
Q4 		$2.26M Buy
47,858
+1,742
+4% +$84K 0.25% 102
2022
Q3 		$1.99M Buy
46,116
+4
+0% +$174 0.45% 61
2022
Q2 		$2.1M Hold
46,112
– – 0.44% 63
2022
Q1 		$2.05M Hold
46,112
– – 0.39% 64
2021
Q4 		$1.69M Buy
46,112
+5
+0% +$177 0.32% 80
2021
Q3 		$1.5M Buy
46,107
+9
+0% +$297 0.31% 86
2021
Q2 		$1.52M Hold
46,098
– – 0.32% 86
2021
Q1 		$1.54M Buy
46,098
+2
+0% +$62 0.36% 79
2020
Q4 		$1.36M Buy
46,096
+5
+0% +$144 0.33% 86
2020
Q3 		$1.25M Buy
46,091
+11
+0% +$302 0.33% 85
2020
Q2 		$1.17M Hold
46,080
– – 0.33% 86
2020
Q1 		$1.07M Buy
46,080
+4
+0% +$119 0.37% 77
2019
Q4 		$1.42M Buy
46,076
+9
+0% +$278 0.4% 77
2019
Q3 		$1.48M Buy
46,067
+3
+0% +$94 0.44% 72
2019
Q2 		$1.35M Buy
+46,064
New +$1.26M 0.4% 75

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

Sound View Wealth Advisors Group's WRB Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its W.R. Berkley (WRB) stake by 0.02% in Q2 2026, selling an estimated $737 and leaving 46,743 shares worth $3.3M. The position accounts for 0.2% of the portfolio, ranked #107.

Sound View Wealth Advisors Group first reported a position in WRB in Q2 2019 and has held it in 29 quarters since. The position peaked at $3.58M in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Sound View Wealth Advisors Group held 46,743 shares of W.R. Berkley worth $3.3M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 11 W.R. Berkley shares in Q2 2026, an estimated $737.
  • W.R. Berkley made up 0.2% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #107 holding.
  • Sound View Wealth Advisors Group first reported a position in W.R. Berkley in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's W.R. Berkley position peaked at $3.58M in Q3 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.