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AlphaQuest’s W.R. Berkley WRB Stock Holding History

AlphaQuest’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 		– Sell
-23,362
Closed -$1.64M – 2105
2025
Q4 		$1.64M Sell
23,362
-25,743
-52% -$1.9M 0.09% 243
2025
Q3 		$3.76M Buy
+49,105
New +$3.5M 0.25% 63
2025
Q2 		– Sell
-15,677
Closed -$1.12M – 2176
2025
Q1 		$1.12M Sell
15,677
-30,531
-66% -$1.87M 0.12% 262
2024
Q4 		$2.7M Buy
46,208
+35,460
+330% +$2.12M 0.36% 21
2024
Q3 		$610K Buy
+10,748
New +$603K 0.05% 581
2024
Q2 		– Sell
-20
Closed -$1.15K – 1929
2024
Q1 		$1.15K Buy
+20
New +$1.08K ﹤0.01% 1341

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AlphaQuest's WRB Position: Q1 2026 in Review

AlphaQuest sold out of W.R. Berkley (WRB) in Q1 2026, closing a stake of 23,362 shares — an estimated $1.64M sold.

AlphaQuest first reported a position in WRB in Q1 2024 and held it in 6 quarters. The position peaked at $3.76M in Q3 2025. 926 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • AlphaQuest reported no remaining W.R. Berkley position as of Q1 2026 after selling out during the quarter.
  • AlphaQuest sold 23,362 W.R. Berkley shares in Q1 2026, an estimated $1.64M.
  • AlphaQuest first reported a position in W.R. Berkley in Q1 2024 and held it in 6 quarters.
  • AlphaQuest's W.R. Berkley position peaked at $3.76M in Q3 2025.
  • 926 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.