Advisor OS, LLC

SEC CIK: 0001767580
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

WRB holding history

Berkley W R Corp in every 13F filed by Advisor OS, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WRB overview All 13F holders of WRB Full Q2 2026 holdings

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 20; Since Q1 2021

Holdings of WRB by Advisor OS, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−5,996−100.0%	Sold out	Holders
Q4 2025	5,996	$420.5K	<0.1%	−338−5.3%	Reduced	Holders
Q3 2025	6,334	$485.3K	<0.1%	−1,324−17.3%	Reduced	Holders
Q2 2025	7,658	$562.6K	0.1%	−477−5.9%	Reduced	Holders
Q1 2025	8,135	$578.9K	0.1%	−1,015−11.1%	Reduced	Holders
Q4 2024	9,150	$535.4K	0.1%	−6,968−43.2%	Reduced	Holders
Q3 2024	16,118	$914.4K	0.1%	+458+2.9%	Added	Holders
Q2 2024	15,660	$1.23M	0.1%	−225−1.4%	Reduced	Holders
Q1 2024	15,885	$1.40M	0.2%	+1,413+9.8%	Added	Holders
Q4 2023	14,472	$1.02M	0.1%	−829−5.4%	Reduced	Holders
Q3 2023	15,301	$971.4K	0.1%	+911+6.3%	Added	Holders
Q2 2023	14,390	$857.1K	0.1%	+362+2.6%	Added	Holders
Q1 2023	14,028	$873.4K	0.2%	−4,209−23.1%	Reduced	Holders
Q4 2022	18,237	$1.32M	0.4%	+253+1.4%	Added	Holders
Q3 2022	17,984	$1.16M	0.3%	+573+3.3%	Added	Holders
Q2 2022	17,411	$1.19M	0.3%	+1,507+9.5%	Added	Holders
Q1 2022	15,904	$1.06M	0.3%	+6,546+70.0%	Added	Holders
Q4 2021	9,358	$771.0K	0.2%	+887+10.5%	Added	Holders
Q3 2021	8,471	$619.0K	0.1%	+1,258+17.4%	Added	Holders
Q2 2021	7,213	$536.0K	0.1%	+3,045+73.1%	Added	Holders
Q1 2021	4,168	$315.0K	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.