WIA
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World Investment Advisors’s W.R. Berkley WRB Stock Holding History

World Investment 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 		$218K Sell
3,289
-2,578
-44% -$173K ﹤0.01% 1423
2026
Q1 		$389K Sell
5,867
-863
-13% -$59.4K 0.01% 1117
2025
Q4 		$472K Buy
6,730
+463
+7% +$34.1K 0.01% 951
2025
Q3 		$480K Buy
6,267
+783
+14% +$55.7K 0.01% 796
2025
Q2 		$403K Buy
5,484
+2,469
+82% +$177K 0.01% 804
2025
Q1 		$215K Buy
+3,015
New +$185K 0.01% 987

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

World Investment Advisors's WRB Position: Q2 2026 in Review

World Investment Advisors reduced its W.R. Berkley (WRB) stake by 44% in Q2 2026, selling an estimated $173K and leaving 3,289 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

World Investment Advisors first reported a position in WRB in Q1 2025 and has held it in 6 quarters since. The position peaked at $480K in Q3 2025. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • World Investment Advisors held 3,289 shares of W.R. Berkley worth $218K as of Q2 2026.
  • World Investment Advisors sold 2,578 W.R. Berkley shares in Q2 2026, an estimated $173K.
  • W.R. Berkley made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1423 holding.
  • World Investment Advisors first reported a position in W.R. Berkley in Q1 2025 and has held it in 6 quarters since.
  • World Investment Advisors's W.R. Berkley position peaked at $480K in Q3 2025.
  • 948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.