West Paces Advisors’s W.R. Berkley WRB Stock Holding History

West Paces 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	$9.1K	Buy	+129	New	+$8.64K	﹤0.01%	396
2025 Q2	–	Sell	-123	Closed	-$8.75K	–	567
2025 Q1	$8.75K	Hold	123	–	–	﹤0.01%	359
2024 Q4	$7.2K	Hold	123	–	–	﹤0.01%	369
2024 Q3	$6.98K	Hold	123	–	–	﹤0.01%	372
2024 Q2	$6.44K	Sell	123 -1,719	-93%	-$92.1K	﹤0.01%	378
2024 Q1	$109K	Buy	1,842 +207	+13%	+$11.2K	0.03%	171
2023 Q4	$77.1K	Hold	1,635	–	–	0.02%	190
2023 Q3	$69.2K	Hold	1,635	–	–	0.02%	193
2023 Q2	$64.9K	Hold	1,635	–	–	0.02%	203
2023 Q1	$67.9K	Sell	1,635 -221	-12%	-$9.89K	0.02%	207
2022 Q4	$89.8K	Hold	1,856	–	–	0.03%	179
2022 Q3	$79.9K	Hold	1,856	–	–	0.03%	178
2022 Q2	$84.4K	Hold	1,856	–	–	0.03%	177
2022 Q1	$82.4K	Hold	1,856	–	–	0.03%	191
2021 Q4	$68K	Hold	1,856	–	–	0.02%	208
2021 Q3	$60.4K	Hold	1,856	–	–	0.02%	198
2021 Q2	$61.4K	Hold	1,856	–	–	0.02%	188
2021 Q1	$62.2K	Hold	1,856	–	–	0.03%	172
2020 Q4	$54.8K	Hold	1,856	–	–	0.02%	177
2020 Q3	$50.4K	Hold	1,856	–	–	0.03%	174
2020 Q2	$47.3K	Hold	1,856	–	–	0.03%	179
2020 Q1	$43K	Buy	+1,856	New	+$55.3K	0.03%	179

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

West Paces Advisors's WRB Position: Q2 2026 in Review

West Paces Advisors opened a new position in W.R. Berkley (WRB) in Q2 2026: 129 shares worth $9.1K. The stake represents ﹤0.01% of the portfolio and ranks #396 among its holdings. This is a return to the name: West Paces Advisors previously reported a position in WRB as recently as Q1 2025.

West Paces Advisors first reported a position in WRB in Q1 2020 and has held it in 22 quarters since. The position peaked at $109K in Q1 2024. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

West Paces Advisors held 129 shares of W.R. Berkley worth $9.1K as of Q2 2026.
W.R. Berkley was a new West Paces Advisors position in Q2 2026.
W.R. Berkley made up ﹤0.01% of West Paces Advisors's portfolio in Q2 2026, its #396 holding.
West Paces Advisors first reported a position in W.R. Berkley in Q1 2020 and has held it in 22 quarters since.
West Paces Advisors's W.R. Berkley position peaked at $109K in Q1 2024.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.