AA
WRB icon

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
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 $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

AlphaCentric Advisors's WRB Position: Q1 2026 in Review

AlphaCentric Advisors increased its W.R. Berkley (WRB) stake by 5.5% in Q1 2026, buying an estimated $6.89K and bringing the position to 1,930 shares worth $128K. The position accounts for 0.13% of the portfolio, ranked #201.

AlphaCentric Advisors first reported a position in WRB in Q3 2022 and has held it in 8 quarters since. The position peaked at $278K in Q4 2022. 920 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • AlphaCentric Advisors held 1,930 shares of W.R. Berkley worth $128K as of Q1 2026.
  • AlphaCentric Advisors bought 100 W.R. Berkley shares in Q1 2026, an estimated $6.89K.
  • W.R. Berkley made up 0.13% of AlphaCentric Advisors's portfolio in Q1 2026, its #201 holding.
  • AlphaCentric Advisors first reported a position in W.R. Berkley in Q3 2022 and has held it in 8 quarters since.
  • AlphaCentric Advisors's W.R. Berkley position peaked at $278K in Q4 2022.
  • 920 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on AlphaCentric Advisors's 13F filing for Q1 2026, filed 7 May 2026.