Valley National Advisers’s W.R. Berkley WRB Stock Holding History

Valley National Advisers’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	$424	Buy	+6	New	+$402	﹤0.01%	968
2026 Q1	–	Sell	-16	Closed	-$1K	–	947
2025 Q4	$1K	Buy	16 +2	+14%	+$147	﹤0.01%	902
2025 Q3	$1K	Hold	14	–	–	﹤0.01%	839
2025 Q2	$1K	Buy	+14	New	+$1K	﹤0.01%	807
2024 Q3	–	Sell	-23	Closed	-$1K	–	1157
2024 Q2	$1K	Hold	23	–	–	﹤0.01%	1148
2024 Q1	$1K	Hold	23	–	–	﹤0.01%	1196
2023 Q4	$1K	Buy	+23	New	+$1.05K	﹤0.01%	1171

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Valley National Advisers's WRB Position: Q2 2026 in Review

Valley National Advisers opened a new position in W.R. Berkley (WRB) in Q2 2026: 6 shares worth $424. The stake represents ﹤0.01% of the portfolio and ranks #968 among its holdings. This is a return to the name: Valley National Advisers previously reported a position in WRB as recently as Q4 2025.

Valley National Advisers first reported a position in WRB in Q4 2023 and has held it in 7 quarters since. The position peaked at $1K in Q4 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Valley National Advisers held 6 shares of W.R. Berkley worth $424 as of Q2 2026.
W.R. Berkley was a new Valley National Advisers position in Q2 2026.
W.R. Berkley made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #968 holding.
Valley National Advisers first reported a position in W.R. Berkley in Q4 2023 and has held it in 7 quarters since.
Valley National Advisers's W.R. Berkley position peaked at $1K in Q4 2025.
946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.