Wealthfront Advisers
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Wealthfront Advisers’s W.R. Berkley WRB Stock Holding History

Wealthfront 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 		$7.69M Buy
108,979
+90,548
+491% +$6.07M 0.01% 356
2026
Q1 		$1.22M Sell
18,431
-1,345
-7% -$92.6K ﹤0.01% 685
2025
Q4 		$1.39M Sell
19,776
-4,159
-17% -$306K ﹤0.01% 657
2025
Q3 		$1.83M Buy
23,935
+2,418
+11% +$172K ﹤0.01% 601
2025
Q2 		$1.58M Buy
21,517
+4,105
+24% +$294K ﹤0.01% 608
2025
Q1 		$1.24M Buy
17,412
+3,870
+29% +$237K ﹤0.01% 622
2024
Q4 		$792K Buy
13,542
+2,328
+21% +$139K ﹤0.01% 709
2024
Q3 		$636K Sell
11,214
-1,307
-10% -$73.4K ﹤0.01% 730
2024
Q2 		$656K Buy
12,521
+251
+2% +$13.4K ﹤0.01% 700
2024
Q1 		$723K Buy
12,270
+1,117
+10% +$60.4K ﹤0.01% 673
2023
Q4 		$526K Buy
11,153
+1,715
+18% +$78.2K ﹤0.01% 707
2023
Q3 		$399K Buy
9,438
+987
+12% +$40.9K ﹤0.01% 727
2023
Q2 		$336K Sell
8,451
-269
-3% -$10.6K ﹤0.01% 743
2023
Q1 		$362K Sell
8,720
-33,796
-79% -$1.51M ﹤0.01% 722
2022
Q4 		$2.06M Buy
42,516
+4,554
+12% +$220K 0.01% 398
2022
Q3 		$1.63M Sell
37,962
-2,865
-7% -$124K 0.01% 405
2022
Q2 		$1.86M Buy
40,827
+32,338
+381% +$1.47M 0.01% 398
2022
Q1 		$376K Buy
8,489
+1,453
+21% +$57.9K ﹤0.01% 681
2021
Q4 		$258K Buy
+7,036
New +$249K ﹤0.01% 713
2021
Q3 		– Sell
-6,264
Closed -$207K – 707
2021
Q2 		$207K Sell
6,264
-70
-1% -$2.42K ﹤0.01% 614
2021
Q1 		$212K Buy
+6,334
New +$195K ﹤0.01% 541

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

Wealthfront Advisers's WRB Position: Q2 2026 in Review

Wealthfront Advisers increased its W.R. Berkley (WRB) stake by 491% in Q2 2026, buying an estimated $6.07M and bringing the position to 108,979 shares worth $7.69M. The position accounts for 0.01% of the portfolio, ranked #356.

Wealthfront Advisers first reported a position in WRB in Q1 2021 and has held it in 21 quarters since. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Wealthfront Advisers held 108,979 shares of W.R. Berkley worth $7.69M as of Q2 2026.
  • Wealthfront Advisers bought 90,548 W.R. Berkley shares in Q2 2026, an estimated $6.07M.
  • W.R. Berkley made up 0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #356 holding.
  • Wealthfront Advisers first reported a position in W.R. Berkley in Q1 2021 and has held it in 21 quarters since.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.