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

Westco 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 		$424K Sell
6,016
-121
-2% -$8.11K 0.26% 65
2026
Q1 		$407K Sell
6,137
-209
-3% -$14.4K 0.26% 63
2025
Q4 		$445K Buy
+6,346
New +$468K 0.27% 55

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

Westco Advisory Services's WRB Position: Q2 2026 in Review

Westco Advisory Services reduced its W.R. Berkley (WRB) stake by 2% in Q2 2026, selling an estimated $8.11K and leaving 6,016 shares worth $424K. The position accounts for 0.26% of the portfolio, ranked #65.

Westco Advisory Services first reported a position in WRB in Q4 2025 and has held it in 3 quarters since. The position peaked at $445K in Q4 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Westco Advisory Services held 6,016 shares of W.R. Berkley worth $424K as of Q2 2026.
  • Westco Advisory Services sold 121 W.R. Berkley shares in Q2 2026, an estimated $8.11K.
  • W.R. Berkley made up 0.26% of Westco Advisory Services's portfolio in Q2 2026, its #65 holding.
  • Westco Advisory Services first reported a position in W.R. Berkley in Q4 2025 and has held it in 3 quarters since.
  • Westco Advisory Services's W.R. Berkley position peaked at $445K in Q4 2025.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Westco Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.