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Aquatic Capital Management’s W.R. Berkley WRB Stock Holding History

Aquatic Capital 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
Q1 		– Sell
-49,519
Closed -$3.47M – 1861
2025
Q4 		$3.47M Buy
+49,519
New +$3.65M 0.1% 251
2025
Q2 		– Sell
-17,046
Closed -$1.21M – 1591
2025
Q1 		$1.21M Buy
17,046
+2,098
+14% +$129K 0.03% 548
2024
Q4 		$875K Buy
+14,948
New +$895K 0.02% 589
2023
Q4 		– Sell
-33,600
Closed -$1.42M – 1673
2023
Q3 		$1.42M Sell
33,600
-12,900
-28% -$534K 0.06% 281
2023
Q2 		$1.85M Buy
46,500
+29,100
+167% +$1.14M 0.1% 219
2023
Q1 		$722K Buy
17,400
+12,900
+287% +$577K 0.04% 337
2022
Q4 		$218K Buy
+4,500
New +$217K 0.02% 716
2022
Q2 		– Sell
-150
Closed -$7K – 1605
2022
Q1 		$7K Buy
+150
New +$5.98K 0.01% 769

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

Aquatic Capital Management's WRB Position: Q1 2026 in Review

Aquatic Capital Management sold out of W.R. Berkley (WRB) in Q1 2026, closing a stake of 49,519 shares — an estimated $3.47M sold.

Aquatic Capital Management first reported a position in WRB in Q1 2022 and held it in 8 quarters. The position peaked at $3.47M in Q4 2025. 925 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Aquatic Capital Management reported no remaining W.R. Berkley position as of Q1 2026 after selling out during the quarter.
  • Aquatic Capital Management sold 49,519 W.R. Berkley shares in Q1 2026, an estimated $3.47M.
  • Aquatic Capital Management first reported a position in W.R. Berkley in Q1 2022 and held it in 8 quarters.
  • Aquatic Capital Management's W.R. Berkley position peaked at $3.47M in Q4 2025.
  • 925 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Aquatic Capital Management's 13F filing for Q1 2026, filed 15 May 2026.