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AGF Management’s W.R. Berkley WRB Stock Holding History

AGF Management’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 		$3.14M Sell
44,574
-7,257
-14% -$486K 0.01% 364
2026
Q1 		$3.44M Buy
51,831
+13,485
+35% +$929K 0.02% 373
2025
Q4 		$2.69M Sell
38,346
-7,285
-16% -$537K 0.01% 451
2025
Q3 		$3.5M Buy
45,631
+4,685
+11% +$334K 0.02% 337
2025
Q2 		$3.01M Sell
40,946
-11,306
-22% -$810K 0.01% 388
2025
Q1 		$3.72M Buy
52,252
+2,198
+4% +$135K 0.02% 285
2024
Q4 		$2.93M Sell
50,054
-12,133
-20% -$727K 0.01% 330
2024
Q3 		$3.53M Buy
62,187
+6,489
+12% +$364K 0.02% 314
2024
Q2 		$2.92M Buy
55,698
+15,193
+38% +$814K 0.02% 313
2024
Q1 		$2.39M Sell
40,505
-18,825
-32% -$1.02M 0.01% 409
2023
Q4 		$2.8M Sell
59,330
-14,709
-20% -$670K 0.02% 433
2023
Q3 		$3.13M Buy
+74,039
New +$3.07M 0.02% 329
2023
Q2 		– Sell
-79,100
Closed -$3.28M – 766
2023
Q1 		$3.28M Buy
79,100
+11,072
+16% +$495K 0.02% 400
2022
Q4 		$3.29M Buy
+68,028
New +$3.28M 0.02% 390

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

AGF Management's WRB Position: Q2 2026 in Review

AGF Management reduced its W.R. Berkley (WRB) stake by 14% in Q2 2026, selling an estimated $486K and leaving 44,574 shares worth $3.14M. The position accounts for 0.01% of the portfolio, ranked #364.

AGF Management first reported a position in WRB in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.72M in Q1 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • AGF Management held 44,574 shares of W.R. Berkley worth $3.14M as of Q2 2026.
  • AGF Management sold 7,257 W.R. Berkley shares in Q2 2026, an estimated $486K.
  • W.R. Berkley made up 0.01% of AGF Management's portfolio in Q2 2026, its #364 holding.
  • AGF Management first reported a position in W.R. Berkley in Q4 2022 and has held it in 14 quarters since.
  • AGF Management's W.R. Berkley position peaked at $3.72M in Q1 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on AGF Management's 13F filing for Q2 2026, filed 10 Aug 2026.