Stegent Equity Advisors
WRB icon

Stegent Equity Advisors’s W.R. Berkley WRB Stock Holding History

Stegent Equity 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
Q3 		$968K Sell
14,327
-2,569
-15% -$181K 0.77% 45
2026
Q2 		$1.19M Sell
16,896
-3,536
-17% -$237K 0.85% 40
2026
Q1 		$1.35M Sell
20,432
-2,246
-10% -$155K 1.15% 29
2025
Q4 		$1.59M Buy
22,678
+2,784
+14% +$205K 1.24% 27
2025
Q3 		$1.52M Sell
19,894
-635
-3% -$45.2K 1.24% 28
2025
Q2 		$1.51M Buy
20,529
+1,614
+9% +$116K 1.34% 24
2025
Q1 		$1.35M Sell
18,915
-3,750
-17% -$230K 1.37% 23
2024
Q4 		$1.33M Buy
22,665
+661
+3% +$39.6K 1.35% 27
2024
Q3 		$1.25M Sell
22,004
-487
-2% -$27.3K 1.38% 23
2024
Q2 		$1.18M Sell
22,491
-486
-2% -$26K 1.23% 29
2024
Q1 		$1.35M Buy
22,977
+3,880
+20% +$210K 1.38% 27
2023
Q4 		$900K Buy
19,097
+179
+0.9% +$8.16K 1.06% 34
2023
Q3 		$801K Sell
18,918
-165
-0.9% -$6.84K 1.01% 35
2023
Q2 		$758K Sell
19,083
-147
-0.8% -$5.78K 0.85% 37
2023
Q1 		$798K Sell
19,230
-1,616
-8% -$72.3K 0.79% 38
2022
Q4 		$1.01M Sell
20,846
-27
-0.1% -$1.3K 1.21% 38
2022
Q3 		$899K Hold
20,873
– – 1.35% 27
2022
Q2 		$950K Hold
20,873
– – 1.23% 31
2022
Q1 		$927K Sell
20,873
-5,130
-20% -$205K 0.78% 41
2021
Q4 		$951K Buy
+26,003
New +$922K 0.77% 47

Other funds holding WRB

Mitsui Sumitomo Insurance
Mitsui Sumitomo Insurance Tokyo, Japan $3.97B AUM 11.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Stegent Equity Advisors's WRB Position: Q3 2026 in Review

Stegent Equity Advisors reduced its W.R. Berkley (WRB) stake by 15% in Q3 2026, selling an estimated $181K and leaving 14,327 shares worth $968K. The position accounts for 0.77% of the portfolio, ranked #45.

Stegent Equity Advisors first reported a position in WRB in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.59M in Q4 2025. 806 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • Stegent Equity Advisors held 14,327 shares of W.R. Berkley worth $968K as of Q3 2026.
  • Stegent Equity Advisors sold 2,569 W.R. Berkley shares in Q3 2026, an estimated $181K.
  • W.R. Berkley made up 0.77% of Stegent Equity Advisors's portfolio in Q3 2026, its #45 holding.
  • Stegent Equity Advisors first reported a position in W.R. Berkley in Q4 2021 and has held it in 20 quarters since.
  • Stegent Equity Advisors's W.R. Berkley position peaked at $1.59M in Q4 2025.
  • 806 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Stegent Equity Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.