Almanack Investment Partners’s W.R. Berkley WRB Stock Holding History

Almanack Investment Partners’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	$1.28M	Hold	18,145	–	–	0.16%	84
2026 Q1	$1.2M	Hold	18,145	–	–	0.2%	54
2025 Q4	$1.27M	Hold	18,145	–	–	0.22%	61
2025 Q3	$1.39M	Sell	18,145 -757	-4%	-$53.9K	0.22%	62
2025 Q2	$1.39M	Hold	18,902	–	–	0.22%	70
2025 Q1	$1.35M	Buy	18,902 +606	+3%	+$37.1K	0.27%	40
2024 Q4	$1.07M	Hold	18,296	–	–	0.17%	74
2024 Q3	$1.04M	Sell	18,296 -1	-0%	-$56	0.16%	73
2024 Q2	$959K	Hold	18,297	–	–	0.16%	76
2024 Q1	$1.08M	Sell	18,297 -1,580	-8%	-$85.5K	0.18%	71
2023 Q4	$937K	Hold	19,877	–	–	0.17%	68
2023 Q3	$841K	Hold	19,877	–	–	0.16%	63
2023 Q2	$789K	Buy	+19,877	New	+$781K	0.14%	70

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

Almanack Investment Partners's WRB Position: Q2 2026 in Review

Almanack Investment Partners held its W.R. Berkley (WRB) position steady in Q2 2026 at 18,145 shares worth $1.28M. The position accounts for 0.16% of the portfolio, ranked #84.

Almanack Investment Partners first reported a position in WRB in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.39M in Q3 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Almanack Investment Partners held 18,145 shares of W.R. Berkley worth $1.28M as of Q2 2026.
Almanack Investment Partners left its W.R. Berkley share count unchanged in Q2 2026.
W.R. Berkley made up 0.16% of Almanack Investment Partners's portfolio in Q2 2026, its #84 holding.
Almanack Investment Partners first reported a position in W.R. Berkley in Q2 2023 and has held it in 13 quarters since.
Almanack Investment Partners's W.R. Berkley position peaked at $1.39M in Q3 2025.
946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.