Ameritas Investment Partners’s W.R. Berkley WRB Stock Holding History

Ameritas Investment Partners’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	$3.19M	Buy	45,181 +801	+2%	+$53.7K	0.08%	230
2026 Q1	$2.94M	Buy	44,380 +406	+0.9%	+$28K	0.09%	226
2025 Q4	$3.08M	Sell	43,974 -2,218	-5%	-$163K	0.09%	201
2025 Q3	$3.54M	Sell	46,192 -1,649	-3%	-$117K	0.11%	170
2025 Q2	$3.51M	Sell	47,841 -4,728	-9%	-$339K	0.11%	166
2025 Q1	$3.74M	Buy	52,569 +1,954	+4%	+$120K	0.13%	136
2024 Q4	$2.96M	Sell	50,615 -137	-0.3%	-$8.21K	0.1%	195
2024 Q3	$2.88M	Sell	50,752 -1,648	-3%	-$92.5K	0.09%	208
2024 Q2	$2.75M	Buy	52,400 +1,541	+3%	+$82.5K	0.09%	211
2024 Q1	$3M	Sell	50,859 -389	-0.8%	-$21K	0.1%	196
2023 Q4	$2.42M	Sell	51,248 -3,036	-6%	-$138K	0.09%	233
2023 Q3	$2.3M	Sell	54,284 -4,258	-7%	-$176K	0.09%	222
2023 Q2	$2.32M	Buy	58,542 +54,609	+1,388%	+$2.15M	0.09%	238
2023 Q1	$163K	Hold	3,933	–	–	0.01%	1221
2022 Q4	$184K	Hold	3,933	–	–	0.01%	1189
2022 Q3	$169K	Hold	3,933	–	–	0.01%	1147
2022 Q2	$178K	Sell	3,933 -374	-9%	-$17K	0.01%	1144
2022 Q1	$191K	Hold	4,307	–	–	0.01%	1219
2021 Q4	$158K	Hold	4,307	–	–	0.01%	1390
2021 Q3	$140K	Hold	4,307	–	–	0.01%	1483
2021 Q2	$142K	Sell	4,307 -533	-11%	-$18.5K	0.01%	1505
2021 Q1	$162K	Hold	4,840	–	–	0.01%	1346
2020 Q4	$143K	Hold	4,840	–	–	0.01%	1346
2020 Q3	$132K	Sell	4,840 -560	-10%	-$15.4K	0.01%	1271
2020 Q2	$137K	Hold	5,400	–	–	0.01%	1224
2020 Q1	$125K	Hold	5,400	–	–	0.01%	1155
2019 Q4	$166K	Sell	5,400 -86,630	-94%	-$2.67M	0.01%	1212
2019 Q3	$2.95M	Sell	92,030 -2,670	-3%	-$83.4K	0.14%	138
2019 Q2	$2.77M	Sell	94,700 -492	-0.5%	-$13.5K	0.13%	149
2019 Q1	$2.39M	Sell	95,192 -742	-0.8%	-$17.5K	0.11%	187
2018 Q4	$2.1M	Hold	95,934	–	–	0.11%	183
2018 Q3	$2.27M	Hold	95,934	–	–	0.1%	217
2018 Q2	$2.06M	Sell	95,934 -959	-1%	-$21.3K	0.1%	232
2018 Q1	$2.09M	Hold	96,893	–	–	0.1%	234
2017 Q4	$2.06M	Sell	96,893 -1,056	-1%	-$21.6K	0.09%	249
2017 Q3	$1.93M	Hold	97,949	–	–	0.09%	246
2017 Q2	$2.01M	Buy	97,949 +1,475	+2%	+$29.9K	0.1%	239
2017 Q1	$2.02M	Sell	96,474 -2,306	-2%	-$47.4K	0.1%	235
2016 Q4	$1.95M	Sell	98,780 -1,100	-1%	-$19.8K	0.1%	240
2016 Q3	$1.71M	Buy	99,880 +47,540	+91%	+$822K	0.09%	252
2016 Q2	$929K	Buy	52,340 +1,796	+4%	+$29.9K	0.06%	322
2016 Q1	$842K	Hold	50,544	–	–	0.06%	364
2015 Q4	$820K	Hold	50,544	–	–	0.06%	356
2015 Q3	$814K	Hold	50,544	–	–	0.06%	339
2015 Q2	$778K	Sell	50,544 -520	-1%	-$7.75K	0.05%	384
2015 Q1	$764K	Buy	51,064 +689	+1%	+$10.2K	0.05%	405
2014 Q4	$765K	Sell	50,375 -581	-1%	-$8.74K	0.05%	392
2014 Q3	$722K	Sell	50,956 -1,019	-2%	-$14.1K	0.05%	399
2014 Q2	$713K	Sell	51,975 -1,647	-3%	-$21.4K	0.05%	418
2014 Q1	$661K	Sell	53,622 -4,543	-8%	-$54.9K	0.05%	436
2013 Q4	$748K	Sell	58,165 -469	-0.8%	-$6.02K	0.06%	392
2013 Q3	$745K	Buy	+58,634	New	+$735K	0.07%	355

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 $3.38T AUM 44.17% 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

Ameritas Investment Partners's WRB Position: Q2 2026 in Review

Ameritas Investment Partners increased its W.R. Berkley (WRB) stake by 1.8% in Q2 2026, buying an estimated $53.7K and bringing the position to 45,181 shares worth $3.19M. The position accounts for 0.08% of the portfolio, ranked #230.

Ameritas Investment Partners first reported a position in WRB in Q3 2013 and has held it in 52 quarters since. The position peaked at $3.74M in Q1 2025. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Ameritas Investment Partners held 45,181 shares of W.R. Berkley worth $3.19M as of Q2 2026.
Ameritas Investment Partners bought 801 W.R. Berkley shares in Q2 2026, an estimated $53.7K.
W.R. Berkley made up 0.08% of Ameritas Investment Partners's portfolio in Q2 2026, its #230 holding.
Ameritas Investment Partners first reported a position in W.R. Berkley in Q3 2013 and has held it in 52 quarters since.
Ameritas Investment Partners's W.R. Berkley position peaked at $3.74M in Q1 2025.
953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.