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Tectonic Advisors’s W.R. Berkley WRB Stock Holding History

Tectonic 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 		$683K Buy
9,687
+100
+1% +$6.7K 0.03% 222
2026
Q1 		$635K Sell
9,587
-89
-0.9% -$6.13K 0.03% 219
2025
Q4 		$678K Buy
9,676
+680
+8% +$50.1K 0.04% 215
2025
Q3 		$689K Buy
8,996
+71
+0.8% +$5.05K 0.04% 207
2025
Q2 		$656K Buy
8,925
+222
+3% +$15.9K 0.04% 211
2025
Q1 		$619K Sell
8,703
-655
-7% -$40.1K 0.04% 212
2024
Q4 		$548K Buy
9,358
+681
+8% +$40.8K 0.04% 224
2024
Q3 		$492K Buy
8,677
+421
+5% +$23.6K 0.03% 242
2024
Q2 		$432K Buy
8,256
+807
+11% +$43.2K 0.03% 238
2024
Q1 		$439K Sell
7,449
-5
-0.1% -$270 0.03% 226
2023
Q4 		$351K Buy
7,454
+69
+0.9% +$3.15K 0.03% 237
2023
Q3 		$313K Buy
+7,385
New +$306K 0.03% 230

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

Tectonic Advisors's WRB Position: Q2 2026 in Review

Tectonic Advisors increased its W.R. Berkley (WRB) stake by 1% in Q2 2026, buying an estimated $6.7K and bringing the position to 9,687 shares worth $683K. The position accounts for 0.03% of the portfolio, ranked #222.

Tectonic Advisors first reported a position in WRB in Q3 2023 and has held it in 12 quarters since. The position peaked at $689K in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Tectonic Advisors held 9,687 shares of W.R. Berkley worth $683K as of Q2 2026.
  • Tectonic Advisors bought 100 W.R. Berkley shares in Q2 2026, an estimated $6.7K.
  • W.R. Berkley made up 0.03% of Tectonic Advisors's portfolio in Q2 2026, its #222 holding.
  • Tectonic Advisors first reported a position in W.R. Berkley in Q3 2023 and has held it in 12 quarters since.
  • Tectonic Advisors's W.R. Berkley position peaked at $689K in Q3 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Tectonic Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.