UCFA
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United Capital Financial Advisors’s W.R. Berkley WRB Stock Holding History

United Capital Financial 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 		$607K Buy
8,612
+616
+8% +$41.3K ﹤0.01% 1016
2026
Q1 		$530K Buy
7,996
+1,204
+18% +$82.9K ﹤0.01% 1044
2025
Q4 		$476K Sell
6,792
-3,086
-31% -$227K ﹤0.01% 982
2025
Q3 		$757K Buy
9,878
+2,767
+39% +$197K 0.01% 735
2025
Q2 		$522K Buy
7,111
+445
+7% +$31.9K ﹤0.01% 766
2025
Q1 		$474K Buy
6,666
+80
+1% +$4.9K ﹤0.01% 759
2024
Q4 		$385K Buy
6,586
+644
+11% +$38.6K ﹤0.01% 805
2024
Q3 		$337K Sell
5,942
-271
-4% -$15.2K ﹤0.01% 835
2024
Q2 		$325K Sell
6,213
-320
-5% -$17.1K ﹤0.01% 820
2024
Q1 		$385K Sell
6,533
-349
-5% -$18.9K ﹤0.01% 800
2023
Q4 		$324K Buy
+6,882
New +$314K ﹤0.01% 842
2019
Q3 		– Sell
-8,408
Closed -$246K – 1504
2019
Q2 		$246K Sell
8,408
-121
-1% -$3.31K ﹤0.01% 1293
2019
Q1 		$214K Buy
+8,529
New +$201K ﹤0.01% 1249
2018
Q3 		– Sell
-105,476
Closed -$2.26M – 1379
2018
Q2 		$2.26M Buy
+105,476
New +$2.35M 0.02% 568
2017
Q3 		– Sell
-10,787
Closed -$221K – 1348
2017
Q2 		$221K Sell
10,787
-1,397
-11% -$28.3K ﹤0.01% 1174
2017
Q1 		$255K Sell
12,184
-26,662
-69% -$549K ﹤0.01% 1104
2016
Q4 		$766K Buy
38,846
+26,703
+220% +$479K 0.01% 817
2016
Q3 		$208K Buy
+12,143
New +$210K ﹤0.01% 1176

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

United Capital Financial Advisors's WRB Position: Q2 2026 in Review

United Capital Financial Advisors increased its W.R. Berkley (WRB) stake by 7.7% in Q2 2026, buying an estimated $41.3K and bringing the position to 8,612 shares worth $607K. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

United Capital Financial Advisors first reported a position in WRB in Q3 2016 and has held it in 18 quarters since. The position peaked at $2.26M in Q2 2018. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • United Capital Financial Advisors held 8,612 shares of W.R. Berkley worth $607K as of Q2 2026.
  • United Capital Financial Advisors bought 616 W.R. Berkley shares in Q2 2026, an estimated $41.3K.
  • W.R. Berkley made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1016 holding.
  • United Capital Financial Advisors first reported a position in W.R. Berkley in Q3 2016 and has held it in 18 quarters since.
  • United Capital Financial Advisors's W.R. Berkley position peaked at $2.26M in Q2 2018.
  • 948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.