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Valeo Financial Advisors’s W.R. Berkley WRB Stock Holding History

Valeo 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 		$266K Buy
3,774
+161
+4% +$10.8K 0.01% 658
2026
Q1 		$239K Sell
3,613
-1,308
-27% -$90.1K 0.01% 631
2025
Q4 		$345K Buy
4,921
+133
+3% +$9.8K 0.01% 572
2025
Q3 		$367K Buy
4,788
+151
+3% +$10.8K 0.01% 541
2025
Q2 		$341K Sell
4,637
-141
-3% -$10.1K 0.01% 538
2025
Q1 		$340K Buy
4,778
+61
+1% +$3.74K 0.01% 502
2024
Q4 		$276K Sell
4,717
-5
-0.1% -$299 0.01% 572
2024
Q3 		$268K Buy
4,722
+867
+22% +$48.7K 0.01% 564
2024
Q2 		$202K Buy
+3,855
New +$206K 0.01% 610
2021
Q2 		– Sell
-173
Closed -$6K – 1841
2021
Q1 		$6K Hold
173
– – ﹤0.01% 1527
2020
Q4 		$5K Hold
173
– – ﹤0.01% 1382
2020
Q3 		$5K Hold
173
– – ﹤0.01% 1267
2020
Q2 		$4K Buy
+173
New +$4.24K ﹤0.01% 1632
2019
Q4 		– Sell
-97
Closed -$3K – 1734
2019
Q3 		$3K Hold
97
– – ﹤0.01% 1340
2019
Q2 		$3K Sell
97
-1
-1% -$27 ﹤0.01% 1357
2019
Q1 		$2K Buy
98
+3
+3% +$71 ﹤0.01% 1400
2018
Q4 		$2K Sell
95
-37
-28% -$832 ﹤0.01% 1329
2018
Q3 		$3K Sell
132
-71
-35% -$1.61K ﹤0.01% 1386
2018
Q2 		$5K Sell
203
-320
-61% -$7.12K ﹤0.01% 1159
2018
Q1 		$11K Buy
523
+324
+163% +$6.76K ﹤0.01% 911
2017
Q4 		$4K Buy
199
+7
+4% +$143 ﹤0.01% 1086
2017
Q3 		$4K Buy
+192
New +$3.84K ﹤0.01% 929

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

Valeo Financial Advisors's WRB Position: Q2 2026 in Review

Valeo Financial Advisors increased its W.R. Berkley (WRB) stake by 4.5% in Q2 2026, buying an estimated $10.8K and bringing the position to 3,774 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #658.

Valeo Financial Advisors first reported a position in WRB in Q3 2017 and has held it in 22 quarters since. The position peaked at $367K in Q3 2025. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Valeo Financial Advisors held 3,774 shares of W.R. Berkley worth $266K as of Q2 2026.
  • Valeo Financial Advisors bought 161 W.R. Berkley shares in Q2 2026, an estimated $10.8K.
  • W.R. Berkley made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #658 holding.
  • Valeo Financial Advisors first reported a position in W.R. Berkley in Q3 2017 and has held it in 22 quarters since.
  • Valeo Financial Advisors's W.R. Berkley position peaked at $367K in Q3 2025.
  • 948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.