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

WestEnd 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	$705	Hold	10	–	–	﹤0.01%	314
2026 Q1	$663	Hold	10	–	–	﹤0.01%	287
2025 Q4	$701	Buy	10 +3	+43%	+$221	﹤0.01%	283
2025 Q3	$536	Buy	7 +1	+17%	+$71	﹤0.01%	303
2025 Q2	$441	Sell	6 -3	-33%	-$215	﹤0.01%	292
2025 Q1	$640	Buy	9 +6	+200%	+$368	﹤0.01%	251
2024 Q4	$176	Buy	3 +1	+50%	+$60	﹤0.01%	270
2024 Q3	$113	Hold	2	–	–	﹤0.01%	359
2024 Q2	$79	Hold	2	–	–	﹤0.01%	344
2024 Q1	$88	Buy	+2	New	+$108	﹤0.01%	326
2022 Q1	–	Sell	-5	Closed	-$199	–	235
2021 Q4	$164	Buy	+5	New	+$177	﹤0.01%	288
2021 Q3	–	Hold	0	–	–	–	287
2021 Q2	–	Hold	0	–	–	–	282

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

WestEnd Advisors's WRB Position: Q2 2026 in Review

WestEnd Advisors held its W.R. Berkley (WRB) position steady in Q2 2026 at 10 shares worth $705. The position accounts for ﹤0.01% of the portfolio, ranked #314.

WestEnd Advisors first reported a position in WRB in Q4 2021 and has held it in 11 quarters since. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

WestEnd Advisors held 10 shares of W.R. Berkley worth $705 as of Q2 2026.
WestEnd Advisors left its W.R. Berkley share count unchanged in Q2 2026.
W.R. Berkley made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #314 holding.
WestEnd Advisors first reported a position in W.R. Berkley in Q4 2021 and has held it in 11 quarters since.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.