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

WPG 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 		$8.04K Sell
114
-21
-16% -$1.41K ﹤0.01% 839
2026
Q1 		$8.95K Sell
135
-50
-27% -$3.44K 0.01% 712
2025
Q4 		$13K Sell
185
-575
-76% -$42.4K 0.01% 630
2025
Q3 		$58.2K Hold
760
– – 0.05% 259
2025
Q2 		$55.8K Sell
760
-224
-23% -$16.1K 0.05% 250
2025
Q1 		$70K Sell
984
-434
-31% -$26.6K 0.07% 208
2024
Q4 		$83K Buy
+1,418
New +$84.9K 0.08% 200

Other funds holding WRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIP
Cornerstone Investment Partners Atlanta, Georgia $2.99B AUM 60.05% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WPG Advisers's WRB Position: Q2 2026 in Review

WPG Advisers reduced its W.R. Berkley (WRB) stake by 16% in Q2 2026, selling an estimated $1.41K and leaving 114 shares worth $8.04K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

WPG Advisers first reported a position in WRB in Q4 2024 and has held it in 7 quarters since. The position peaked at $83K in Q4 2024. 511 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • WPG Advisers held 114 shares of W.R. Berkley worth $8.04K as of Q2 2026.
  • WPG Advisers sold 21 W.R. Berkley shares in Q2 2026, an estimated $1.41K.
  • W.R. Berkley made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #839 holding.
  • WPG Advisers first reported a position in W.R. Berkley in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's W.R. Berkley position peaked at $83K in Q4 2024.
  • 511 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.