3 Factor Indexing’s W.R. Berkley WRB Stock Holding History

3 Factor Indexing’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	$71	Hold	1	–	–	﹤0.01%	424
2026 Q1	$67	Buy	+1	New	+$69	﹤0.01%	442

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

3 Factor Indexing's WRB Position: Q2 2026 in Review

3 Factor Indexing held its W.R. Berkley (WRB) position steady in Q2 2026 at 1 share worth $71. The position accounts for ﹤0.01% of the portfolio, ranked #424.

3 Factor Indexing first reported a position in WRB in Q1 2026 and has held it in 2 quarters since. 906 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

3 Factor Indexing held 1 share of W.R. Berkley worth $71 as of Q2 2026.
3 Factor Indexing left its W.R. Berkley share count unchanged in Q2 2026.
W.R. Berkley made up ﹤0.01% of 3 Factor Indexing's portfolio in Q2 2026, its #424 holding.
3 Factor Indexing first reported a position in W.R. Berkley in Q1 2026 and has held it in 2 quarters since.
906 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.