YIA
WRB icon

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

YHB 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 		$288K Sell
4,082
-1,264
-24% -$84.7K 0.02% 277
2026
Q1 		$354K Sell
5,346
-2,915
-35% -$201K 0.03% 237
2025
Q4 		$579K Hold
8,261
– – 0.04% 205
2025
Q3 		$633K Sell
8,261
-75
-0.9% -$5.34K 0.05% 195
2025
Q2 		$612K Hold
8,336
– – 0.05% 196
2025
Q1 		$593K Sell
8,336
-3,000
-26% -$184K 0.05% 191
2024
Q4 		$663K Hold
11,336
– – 0.05% 177
2024
Q3 		$643K Sell
11,336
-4,704
-29% -$264K 0.05% 181
2024
Q2 		$840K Sell
16,040
-75
-0.5% -$4.02K 0.07% 156
2024
Q1 		$950K Hold
16,115
– – 0.08% 153
2023
Q4 		$760K Sell
16,115
-75
-0.5% -$3.42K 0.07% 156
2023
Q3 		$685K Hold
16,190
– – 0.06% 160
2023
Q2 		$643K Hold
16,190
– – 0.06% 171
2023
Q1 		$672K Hold
16,190
– – 0.07% 167
2022
Q4 		$783K Sell
16,190
-37
-0.2% -$1.78K 0.08% 156
2022
Q3 		$699K Buy
16,227
+9,315
+135% +$404K 0.08% 165
2022
Q2 		$315K Sell
6,912
-38
-0.5% -$1.73K 0.03% 220
2022
Q1 		$309K Buy
+6,950
New +$277K 0.03% 239
2018
Q4 		– Sell
-60,696
Closed -$1.44M – 192
2018
Q3 		$1.44M Sell
60,696
-57,729
-49% -$1.31M 0.22% 103
2018
Q2 		$2.54M Sell
118,425
-1,013
-0.8% -$22.5K 0.42% 73
2018
Q1 		$2.57M Hold
119,438
– – 0.44% 74
2017
Q4 		$2.54M Hold
119,438
– – 0.43% 75
2017
Q3 		$2.36M Buy
119,438
+56,025
+88% +$1.12M 0.42% 74
2017
Q2 		$1.3M Sell
63,413
-56,869
-47% -$1.15M 0.22% 97
2017
Q1 		$2.42M Sell
120,282
-607
-0.5% -$12.5K 0.47% 68
2016
Q4 		$2.38M Buy
120,889
+56,700
+88% +$1.02M 0.5% 65
2016
Q3 		$1.1M Sell
64,189
-56,700
-47% -$981K 0.27% 94
2016
Q2 		$2.15M Buy
120,889
+74,165
+159% +$1.23M 0.47% 65
2016
Q1 		$778K Sell
46,724
-76,950
-62% -$1.18M 0.21% 98
2015
Q4 		$2.01M Hold
123,674
– – 0.45% 68
2015
Q3 		$1.99M Sell
123,674
-8,690
-7% -$142K 0.47% 67
2015
Q2 		$2.04M Buy
132,364
+2,194
+2% +$32.7K 0.44% 71
2015
Q1 		$1.95M Sell
130,170
-3,544
-3% -$52.7K 0.44% 71
2014
Q4 		$2.03M Sell
133,714
-844
-0.6% -$12.7K 0.47% 71
2014
Q3 		$1.91M Sell
134,558
-1,134
-0.8% -$15.7K 0.46% 70
2014
Q2 		$1.86M Buy
135,692
+1,198
+0.9% +$15.6K 0.45% 72
2014
Q1 		$1.66M Buy
134,494
+9,450
+8% +$114K 0.42% 77
2013
Q4 		$1.61M Sell
125,044
-20,925
-14% -$269K 0.43% 75
2013
Q3 		$1.85M Sell
145,969
-37,125
-20% -$466K 0.55% 60
2013
Q2 		$2.22M Buy
+183,094
New +$2.31M 0.69% 52

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

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

YHB Investment Advisors reduced its W.R. Berkley (WRB) stake by 24% in Q2 2026, selling an estimated $84.7K and leaving 4,082 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #277.

YHB Investment Advisors first reported a position in WRB in Q2 2013 and has held it in 40 quarters since. The position peaked at $2.57M in Q1 2018. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • YHB Investment Advisors held 4,082 shares of W.R. Berkley worth $288K as of Q2 2026.
  • YHB Investment Advisors sold 1,264 W.R. Berkley shares in Q2 2026, an estimated $84.7K.
  • W.R. Berkley made up 0.02% of YHB Investment Advisors's portfolio in Q2 2026, its #277 holding.
  • YHB Investment Advisors first reported a position in W.R. Berkley in Q2 2013 and has held it in 40 quarters since.
  • YHB Investment Advisors's W.R. Berkley position peaked at $2.57M in Q1 2018.
  • 948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

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