Wealth Enhancement Advisory Services
WRB icon

Wealth Enhancement Advisory Services’s W.R. Berkley WRB Stock Holding History

Wealth Enhancement Advisory Services’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 		$26.7M Buy
377,811
+266,956
+241% +$17.9M 0.04% 355
2026
Q1 		$7.32M Sell
110,855
-57,594
-34% -$3.97M 0.01% 716
2025
Q4 		$11.8M Buy
168,449
+24,931
+17% +$1.84M 0.02% 641
2025
Q3 		$11.2M Buy
143,518
+91,832
+178% +$6.54M 0.02% 614
2025
Q2 		$3.7M Buy
51,686
+27,042
+110% +$1.94M 0.01% 1043
2025
Q1 		$1.75M Sell
24,644
-39,106
-61% -$2.4M ﹤0.01% 1310
2024
Q4 		$3.73M Buy
63,750
+50,361
+376% +$3.02M 0.01% 908
2024
Q3 		$760K Buy
13,389
+2,067
+18% +$116K ﹤0.01% 1562
2024
Q2 		$593K Buy
11,322
+126
+1% +$6.75K ﹤0.01% 1548
2024
Q1 		$660K Buy
11,196
+643
+6% +$34.8K ﹤0.01% 1434
2023
Q4 		$497K Sell
10,553
-328
-3% -$15K ﹤0.01% 1511
2023
Q3 		$461K Buy
+10,881
New +$451K ﹤0.01% 1475
2020
Q2 		– Sell
-37,996
Closed -$913K – 260
2020
Q1 		$913K Buy
+37,996
New +$1.13M 0.03% 170
2015
Q3 		– Sell
-50,122
Closed -$771K – 120
2015
Q2 		$771K Buy
50,122
+6,487
+15% +$96.7K 0.24% 81
2015
Q1 		$653K Buy
43,635
+6,648
+18% +$98.8K 0.25% 87
2014
Q4 		$562K Buy
+36,987
New +$556K 0.22% 88

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

Wealth Enhancement Advisory Services's WRB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its W.R. Berkley (WRB) stake by 241% in Q2 2026, buying an estimated $17.9M and bringing the position to 377,811 shares worth $26.7M. The position accounts for 0.04% of the portfolio, ranked #355.

Wealth Enhancement Advisory Services first reported a position in WRB in Q4 2014 and has held it in 16 quarters since. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 377,811 shares of W.R. Berkley worth $26.7M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 266,956 W.R. Berkley shares in Q2 2026, an estimated $17.9M.
  • W.R. Berkley made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #355 holding.
  • Wealth Enhancement Advisory Services first reported a position in W.R. Berkley in Q4 2014 and has held it in 16 quarters since.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.