AlphaGrep UK’s W.R. Berkley WRB Stock Holding History

AlphaGrep UK’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	–	Sell	-8,352	Closed	-$554K	–	981
2026 Q1	$554K	Buy	8,352 +3,895	+87%	+$268K	0.16%	204
2025 Q4	$313K	Buy	+4,457	New	+$328K	0.1%	406

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

AlphaGrep UK's WRB Position: Q2 2026 in Review

AlphaGrep UK sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 8,352 shares — an estimated $554K sold.

AlphaGrep UK first reported a position in WRB in Q4 2025 and held it in 2 quarters. The position peaked at $554K in Q1 2026. 906 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

AlphaGrep UK reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
AlphaGrep UK sold 8,352 W.R. Berkley shares in Q2 2026, an estimated $554K.
AlphaGrep UK first reported a position in W.R. Berkley in Q4 2025 and held it in 2 quarters.
AlphaGrep UK's W.R. Berkley position peaked at $554K in Q1 2026.
906 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on AlphaGrep UK's 13F filing for Q2 2026, filed 14 Aug 2026.