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Waddell & Associates’s W.R. Berkley WRB Stock Holding History

Waddell & Associates’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 		$219K Buy
+3,110
New +$208K 0.01% 496

Other funds holding WRB

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Waddell & Associates's WRB Position: Q2 2026 in Review

Waddell & Associates opened a new position in W.R. Berkley (WRB) in Q2 2026: 3,110 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #496 among its holdings.

292 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Waddell & Associates held 3,110 shares of W.R. Berkley worth $219K as of Q2 2026.
  • W.R. Berkley was a new Waddell & Associates position in Q2 2026.
  • W.R. Berkley made up 0.01% of Waddell & Associates's portfolio in Q2 2026, its #496 holding.
  • 292 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.