AlphaCentric Advisors’s W.R. Berkley WRB Stock Holding History

AlphaCentric Advisors’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	$142K	Buy	2,020 +90	+5%	+$6.03K	0.12%	210
2026 Q1	$128K	Buy	1,930 +100	+5%	+$6.89K	0.13%	201
2025 Q4	$128K	Buy	+1,830	New	+$135K	0.13%	195
2024 Q4	$93.7K	Sell	1,601 -87	-5%	-$5.21K	0.09%	163
2024 Q3	$95.8K	Sell	1,688 -64	-4%	-$3.59K	0.07%	192
2024 Q2	$91.8K	Buy	+1,752	New	+$93.8K	0.07%	178
2023 Q2	–	Sell	-5,685	Closed	-$236K	–	281
2023 Q1	$236K	Sell	5,685 -57	-1%	-$2.55K	0.16%	136
2022 Q4	$278K	Buy	5,742 +1,176	+26%	+$56.7K	0.27%	108
2022 Q3	$197K	Buy	+4,566	New	+$198K	0.2%	112

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

AlphaCentric Advisors's WRB Position: Q2 2026 in Review

AlphaCentric Advisors increased its W.R. Berkley (WRB) stake by 4.7% in Q2 2026, buying an estimated $6.03K and bringing the position to 2,020 shares worth $142K. The position accounts for 0.12% of the portfolio, ranked #210.

AlphaCentric Advisors first reported a position in WRB in Q3 2022 and has held it in 9 quarters since. The position peaked at $278K in Q4 2022. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

AlphaCentric Advisors held 2,020 shares of W.R. Berkley worth $142K as of Q2 2026.
AlphaCentric Advisors bought 90 W.R. Berkley shares in Q2 2026, an estimated $6.03K.
W.R. Berkley made up 0.12% of AlphaCentric Advisors's portfolio in Q2 2026, its #210 holding.
AlphaCentric Advisors first reported a position in W.R. Berkley in Q3 2022 and has held it in 9 quarters since.
AlphaCentric Advisors's W.R. Berkley position peaked at $278K in Q4 2022.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on AlphaCentric Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.