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Position history for FIRST TRUST ADVISORS LPFIRST TRUST ADVISORS LP's holdings in BERKLEY W R CORP

Yes. First Trust holds 3,624,858 shares of WRB (Berkley), worth $255.7M, as of its Q2 2026 13F filing. It reduced the position by 348,071 shares (-8.8%) from Q1 2026. First Trust has held WRB in every 13F on record since Q4 2018, 31 quarterly filings. WRB is 0.2% of First Trust's reported 13F portfolio.

Current Value

$255.7M

Current Shares

3.6M

Total Value Change

+$29.2M

Total Shares Change

-367,240

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3.6M
-8.8%
$255.7M0.2%$70.43
0
2026-Q1
Increased
4M
+10.5%
$263.3M0.2%$65.59
41
2025-Q4
Decreased
3.6M
-14.8%
$252.1M0.2%$69.31
0
2025-Q3
Increased
4.2M
+6.6%
$323.4M0.2%$74.54
40
2025-Q2
Decreased
4M
-11.4%
$290.8M0.2%$71.39
0
2025-Q1
Increased
4.5M
+499.3%
$318.1M0.3%$68.59
60
2024-Q4
Decreased
746,012
-81.3%
$43.7M0.0%$56.34
0
2024-Q3
Increased
4M
+71.4%
$226.5M0.2%$54.09
55

Other major holders of WRB: VANGUARD GROUP INC

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