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Vestmark Advisory Solutions’s W.R. Berkley WRB Stock Holding History

Vestmark Advisory Solutions’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 		$5.21M Sell
73,856
-11,711
-14% -$785K 0.05% 371
2026
Q1 		$5.67M Sell
85,567
-11,053
-11% -$761K 0.06% 316
2025
Q4 		$6.77M Sell
96,620
-1,839
-2% -$136K 0.09% 232
2025
Q3 		$7.54M Buy
98,459
+2,858
+3% +$203K 0.14% 145
2025
Q2 		$7.02M Sell
95,601
-95,937
-50% -$6.88M 0.1% 151
2025
Q1 		$13.6M Buy
191,538
+96,408
+101% +$5.91M 0.35% 53
2024
Q4 		$5.57M Buy
95,130
+3,164
+3% +$190K 0.19% 104
2024
Q3 		$5.22M Buy
91,966
+6,037
+7% +$339K 0.19% 108
2024
Q2 		$4.5M Buy
85,929
+3,511
+4% +$188K 0.19% 115
2024
Q1 		$4.86M Buy
82,418
+6,243
+8% +$338K 0.21% 117
2023
Q4 		$3.59M Buy
76,175
+2,451
+3% +$112K 0.18% 133
2023
Q3 		$3.12M Sell
73,724
-85,014
-54% -$3.52M 0.23% 102
2023
Q2 		$6.3M Buy
158,738
+5,103
+3% +$201K 0.24% 103
2023
Q1 		$6.38M Sell
153,635
-49,506
-24% -$2.21M 0.28% 92
2022
Q4 		$9.83M Sell
203,141
-4,629
-2% -$223K 0.48% 36
2022
Q3 		$8.95M Buy
207,770
+6,644
+3% +$288K 0.5% 33
2022
Q2 		$9.15M Buy
201,126
+20,154
+11% +$916K 0.52% 30
2022
Q1 		$8.03M Buy
180,972
+6,100
+3% +$243K 0.45% 34
2021
Q4 		$6.4M Buy
174,872
+12,460
+8% +$442K 0.36% 56
2021
Q3 		$5.28M Buy
162,412
+14,963
+10% +$493K 0.36% 62
2021
Q2 		$4.88M Buy
147,449
+12,082
+9% +$418K 0.35% 57
2021
Q1 		$4.53M Buy
135,367
+44,519
+49% +$1.37M 0.4% 49
2020
Q4 		$2.68M Buy
90,848
+2,927
+3% +$84.4K 0.3% 85
2020
Q3 		$2.39M Buy
87,921
+12,976
+17% +$356K 0.32% 80
2020
Q2 		$1.91M Buy
74,945
+3,946
+6% +$96.8K 0.3% 91
2020
Q1 		$1.65M Buy
70,999
+3,645
+5% +$109K 0.32% 82
2019
Q4 		$2.07M Buy
67,354
+2,250
+3% +$69.5K 0.42% 78
2019
Q3 		$2.09M Buy
65,104
+4,154
+7% +$130K 0.34% 78
2019
Q2 		$1.79M Sell
60,950
-516
-0.8% -$14.1K 0.31% 91
2019
Q1 		$1.54M Buy
+61,466
New +$1.45M 0.28% 109

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

Vestmark Advisory Solutions's WRB Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its W.R. Berkley (WRB) stake by 14% in Q2 2026, selling an estimated $785K and leaving 73,856 shares worth $5.21M. The position accounts for 0.05% of the portfolio, ranked #371.

Vestmark Advisory Solutions first reported a position in WRB in Q1 2019 and has held it in 30 quarters since. The position peaked at $13.6M in Q1 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Vestmark Advisory Solutions held 73,856 shares of W.R. Berkley worth $5.21M as of Q2 2026.
  • Vestmark Advisory Solutions sold 11,711 W.R. Berkley shares in Q2 2026, an estimated $785K.
  • W.R. Berkley made up 0.05% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #371 holding.
  • Vestmark Advisory Solutions first reported a position in W.R. Berkley in Q1 2019 and has held it in 30 quarters since.
  • Vestmark Advisory Solutions's W.R. Berkley position peaked at $13.6M in Q1 2025.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.