AFT
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Alpha Family Trust’s W.R. Berkley WRB Stock Holding History

Alpha Family Trust’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
Q1 		$212K Hold
3,195
– – 0.1% 194
2025
Q4 		$224K Hold
3,195
– – 0.1% 177
2025
Q3 		$245K Hold
3,195
– – 0.11% 161
2025
Q2 		$235K Hold
3,195
– – 0.12% 165
2025
Q1 		$227K Buy
+3,195
New +$196K 0.13% 148

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Alpha Family Trust's WRB Position: Q1 2026 in Review

Alpha Family Trust held its W.R. Berkley (WRB) position steady in Q1 2026 at 3,195 shares worth $212K. The position accounts for 0.1% of the portfolio, ranked #194.

Alpha Family Trust first reported a position in WRB in Q1 2025 and has held it in 5 quarters since. The position peaked at $245K in Q3 2025. 921 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Alpha Family Trust held 3,195 shares of W.R. Berkley worth $212K as of Q1 2026.
  • Alpha Family Trust left its W.R. Berkley share count unchanged in Q1 2026.
  • W.R. Berkley made up 0.1% of Alpha Family Trust's portfolio in Q1 2026, its #194 holding.
  • Alpha Family Trust first reported a position in W.R. Berkley in Q1 2025 and has held it in 5 quarters since.
  • Alpha Family Trust's W.R. Berkley position peaked at $245K in Q3 2025.
  • 921 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.