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AlphaCore Capital’s W.R. Berkley WRB Stock Holding History

AlphaCore Capital’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 		$221K Buy
+3,122
New +$209K ﹤0.01% 1061
2026
Q1 		– Sell
-6,291
Closed -$441K – 1522
2025
Q4 		$441K Buy
+6,291
New +$464K 0.01% 654
2025
Q3 		– Sell
-3,737
Closed -$275K – 1132
2025
Q2 		$275K Buy
+3,737
New +$268K 0.01% 504
2024
Q4 		– Sell
-3,611
Closed -$205K – 280
2024
Q3 		$205K Buy
+3,611
New +$203K 0.05% 193

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AlphaCore Capital's WRB Position: Q2 2026 in Review

AlphaCore Capital opened a new position in W.R. Berkley (WRB) in Q2 2026: 3,122 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #1061 among its holdings. This is a return to the name: AlphaCore Capital previously reported a position in WRB as recently as Q4 2025.

AlphaCore Capital first reported a position in WRB in Q3 2024 and has held it in 4 quarters since. The position peaked at $441K in Q4 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • AlphaCore Capital held 3,122 shares of W.R. Berkley worth $221K as of Q2 2026.
  • W.R. Berkley was a new AlphaCore Capital position in Q2 2026.
  • W.R. Berkley made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1061 holding.
  • AlphaCore Capital first reported a position in W.R. Berkley in Q3 2024 and has held it in 4 quarters since.
  • AlphaCore Capital's W.R. Berkley position peaked at $441K in Q4 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.