Aigen Investment Management’s W.R. Berkley WRB Stock Holding History

Aigen Investment 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	$308K	Buy	+4,363	New	+$292K	0.08%	311
2025 Q2	–	Sell	-6,243	Closed	-$444K	–	1105
2025 Q1	$444K	Sell	6,243 -4,409	-41%	-$270K	0.07%	379
2024 Q4	$623K	Buy	+10,652	New	+$638K	0.11%	270
2024 Q3	–	Sell	-12,057	Closed	-$632K	–	1052
2024 Q2	$632K	Buy	+12,057	New	+$646K	0.12%	241
2023 Q2	–	Sell	-144,320	Closed	-$5.99M	–	992
2023 Q1	$5.99M	Buy	144,320 +139,892	+3,159%	+$6.26M	0.82%	22
2022 Q4	$214K	Buy	+4,428	New	+$214K	0.03%	438
2022 Q1	–	Sell	-13,079	Closed	-$465K	–	1141
2021 Q4	$465K	Sell	13,079 -21,684	-62%	-$769K	0.03%	652
2021 Q3	$1.13M	Buy	34,763 +24,006	+223%	+$792K	0.22%	132
2021 Q2	$356K	Buy	+10,757	New	+$372K	0.06%	290
2021 Q1	–	Sell	-14,396	Closed	-$425K	–	920
2020 Q4	$425K	Buy	+14,396	New	+$415K	0.06%	436
2020 Q2	–	Sell	-27,491	Closed	-$637K	–	1336
2020 Q1	$637K	Buy	27,491 +24,397	+789%	+$727K	0.08%	350
2019 Q4	$95K	Buy	+3,094	New	+$95.5K	0.02%	698

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

Aigen Investment Management's WRB Position: Q2 2026 in Review

Aigen Investment Management opened a new position in W.R. Berkley (WRB) in Q2 2026: 4,363 shares worth $308K. The stake represents 0.08% of the portfolio and ranks #311 among its holdings. This is a return to the name: Aigen Investment Management previously reported a position in WRB as recently as Q1 2025.

Aigen Investment Management first reported a position in WRB in Q4 2019 and has held it in 12 quarters since. The position peaked at $5.99M in Q1 2023. 952 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Aigen Investment Management held 4,363 shares of W.R. Berkley worth $308K as of Q2 2026.
W.R. Berkley was a new Aigen Investment Management position in Q2 2026.
W.R. Berkley made up 0.08% of Aigen Investment Management's portfolio in Q2 2026, its #311 holding.
Aigen Investment Management first reported a position in W.R. Berkley in Q4 2019 and has held it in 12 quarters since.
Aigen Investment Management's W.R. Berkley position peaked at $5.99M in Q1 2023.
952 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.