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Waverly Advisors’s W.R. Berkley WRB Stock Holding History

Waverly 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 		$480K Sell
6,808
-55,907
-89% -$3.75M ﹤0.01% 1196
2026
Q1 		$4.16M Buy
62,715
+57,557
+1,116% +$3.96M 0.03% 454
2025
Q4 		$362K Buy
5,158
+1,336
+35% +$98.5K ﹤0.01% 1134
2025
Q3 		$293K Sell
3,822
-376
-9% -$26.8K ﹤0.01% 1050
2025
Q2 		$308K Buy
4,198
+68
+2% +$4.87K ﹤0.01% 956
2025
Q1 		$294K Buy
4,130
+418
+11% +$25.6K ﹤0.01% 929
2024
Q4 		$217K Buy
+3,712
New +$222K ﹤0.01% 902

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 $3.38T AUM 44.17% 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

Waverly Advisors's WRB Position: Q2 2026 in Review

Waverly Advisors reduced its W.R. Berkley (WRB) stake by 89% in Q2 2026, selling an estimated $3.75M and leaving 6,808 shares worth $480K. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

Waverly Advisors first reported a position in WRB in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.16M in Q1 2026. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Waverly Advisors held 6,808 shares of W.R. Berkley worth $480K as of Q2 2026.
  • Waverly Advisors sold 55,907 W.R. Berkley shares in Q2 2026, an estimated $3.75M.
  • W.R. Berkley made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1196 holding.
  • Waverly Advisors first reported a position in W.R. Berkley in Q4 2024 and has held it in 7 quarters since.
  • Waverly Advisors's W.R. Berkley position peaked at $4.16M in Q1 2026.
  • 953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.