AlphaGrep UK
WRB icon

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
Q3 		$657K Buy
+9,728
New +$686K 0.2% 127
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

Mitsui Sumitomo Insurance
Mitsui Sumitomo Insurance Tokyo, Japan $3.97B AUM 11.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

AlphaGrep UK's WRB Position: Q3 2026 in Review

AlphaGrep UK opened a new position in W.R. Berkley (WRB) in Q3 2026: 9,728 shares worth $657K. The stake represents 0.2% of the portfolio and ranks #127 among its holdings. This is a return to the name: AlphaGrep UK previously reported a position in WRB as recently as Q1 2026.

AlphaGrep UK first reported a position in WRB in Q4 2025 and has held it in 3 quarters since. 806 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • AlphaGrep UK held 9,728 shares of W.R. Berkley worth $657K as of Q3 2026.
  • W.R. Berkley was a new AlphaGrep UK position in Q3 2026.
  • W.R. Berkley made up 0.2% of AlphaGrep UK's portfolio in Q3 2026, its #127 holding.
  • AlphaGrep UK first reported a position in W.R. Berkley in Q4 2025 and has held it in 3 quarters since.
  • 806 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on AlphaGrep UK's 13F filing for Q3 2026, filed 12 Nov 2026.