SFS
WRB icon

Sowell Financial Services’s W.R. Berkley WRB Stock Holding History

Sowell Financial Services’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 		$243K Buy
3,443
+98
+3% +$6.57K 0.01% 972
2026
Q1 		$222K Sell
3,345
-55
-2% -$3.79K 0.01% 987
2025
Q4 		$238K Buy
3,400
+83
+3% +$6.12K 0.01% 933
2025
Q3 		$254K Sell
3,317
-529
-14% -$37.7K 0.01% 884
2025
Q2 		$283K Sell
3,846
-156
-4% -$11.2K 0.01% 809
2025
Q1 		$285K Buy
+4,002
New +$245K 0.01% 785
2021
Q2 		– Sell
-6,523
Closed -$234K – 2751
2021
Q1 		$234K Sell
6,523
-1,822
-22% -$56.2K 0.01% 966
2020
Q4 		$246K Buy
8,345
+603
+8% +$17.4K 0.01% 767
2020
Q3 		$210K Sell
7,742
-502
-6% -$13.8K 0.01% 710
2020
Q2 		$210K Sell
8,244
-378
-4% -$9.27K 0.01% 704
2020
Q1 		$200K Buy
8,622
+715
+9% +$21.3K 0.01% 649
2019
Q4 		$243K Buy
7,907
+1,643
+26% +$50.7K 0.02% 651
2019
Q3 		$201K Buy
+6,264
New +$196K 0.02% 642

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

Sowell Financial Services's WRB Position: Q2 2026 in Review

Sowell Financial Services increased its W.R. Berkley (WRB) stake by 2.9% in Q2 2026, buying an estimated $6.57K and bringing the position to 3,443 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #972.

Sowell Financial Services first reported a position in WRB in Q3 2019 and has held it in 13 quarters since. The position peaked at $285K in Q1 2025. 949 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Sowell Financial Services held 3,443 shares of W.R. Berkley worth $243K as of Q2 2026.
  • Sowell Financial Services bought 98 W.R. Berkley shares in Q2 2026, an estimated $6.57K.
  • W.R. Berkley made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #972 holding.
  • Sowell Financial Services first reported a position in W.R. Berkley in Q3 2019 and has held it in 13 quarters since.
  • Sowell Financial Services's W.R. Berkley position peaked at $285K in Q1 2025.
  • 949 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.