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

Arcadia 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
Q1 		$133 Hold
2
– – ﹤0.01% 357
2025
Q4 		$141 Buy
+2
New +$147 ﹤0.01% 372

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Invesco
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Arcadia Investment Management's WRB Position: Q1 2026 in Review

Arcadia Investment Management held its W.R. Berkley (WRB) position steady in Q1 2026 at 2 shares worth $133. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Arcadia Investment Management first reported a position in WRB in Q4 2025 and has held it in 2 quarters since. The position peaked at $141 in Q4 2025. 926 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Arcadia Investment Management held 2 shares of W.R. Berkley worth $133 as of Q1 2026.
  • Arcadia Investment Management left its W.R. Berkley share count unchanged in Q1 2026.
  • W.R. Berkley made up ﹤0.01% of Arcadia Investment Management's portfolio in Q1 2026, its #357 holding.
  • Arcadia Investment Management first reported a position in W.R. Berkley in Q4 2025 and has held it in 2 quarters since.
  • Arcadia Investment Management's W.R. Berkley position peaked at $141 in Q4 2025.
  • 926 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.