Anchor Investment Management’s W.R. Berkley WRB Stock Holding History

Anchor Investment Management’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	$109K	Hold	1,545	–	–	0.01%	474
2026 Q1	$102K	Hold	1,545	–	–	0.01%	478
2025 Q4	$108K	Hold	1,545	–	–	0.01%	468
2025 Q3	$118K	Hold	1,545	–	–	0.01%	450
2025 Q2	$114K	Hold	1,545	–	–	0.01%	455
2025 Q1	$110K	Hold	1,545	–	–	0.01%	443
2024 Q4	$90.4K	Hold	1,545	–	–	0.01%	479
2024 Q3	$87.6K	Buy	+1,545	New	+$86.8K	0.01%	492
2022 Q1	–	Sell	-81	Closed	-$2.97K	–	1052
2021 Q4	$2.97K	Hold	81	–	–	﹤0.01%	912
2021 Q3	$2.63K	Hold	81	–	–	﹤0.01%	833
2021 Q2	$2.68K	Hold	81	–	–	﹤0.01%	858
2021 Q1	$2.71K	Hold	81	–	–	﹤0.01%	845
2020 Q4	$2.39K	Hold	81	–	–	﹤0.01%	829
2020 Q3	$2.2K	Hold	81	–	–	﹤0.01%	811
2020 Q2	$2.06K	Hold	81	–	–	﹤0.01%	786
2020 Q1	$1.88K	Hold	81	–	–	﹤0.01%	774
2019 Q4	$2.49K	Buy	+81	New	+$2.5K	﹤0.01%	755

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

Anchor Investment Management's WRB Position: Q2 2026 in Review

Anchor Investment Management held its W.R. Berkley (WRB) position steady in Q2 2026 at 1,545 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #474.

Anchor Investment Management first reported a position in WRB in Q4 2019 and has held it in 17 quarters since. The position peaked at $118K in Q3 2025. 952 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Anchor Investment Management held 1,545 shares of W.R. Berkley worth $109K as of Q2 2026.
Anchor Investment Management left its W.R. Berkley share count unchanged in Q2 2026.
W.R. Berkley made up 0.01% of Anchor Investment Management's portfolio in Q2 2026, its #474 holding.
Anchor Investment Management first reported a position in W.R. Berkley in Q4 2019 and has held it in 17 quarters since.
Anchor Investment Management's W.R. Berkley position peaked at $118K in Q3 2025.
952 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.