Arthur M. Cohen & Associates’s W.R. Berkley WRB Stock Holding History

Arthur M. Cohen & Associates’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	$233K	Hold	3,300	–	–	0.04%	131
2026 Q1	$215K	Hold	3,300	–	–	0.04%	123
2025 Q4	$231K	Hold	3,300	–	–	0.04%	119
2025 Q3	$253K	Hold	3,300	–	–	0.04%	118
2025 Q2	$242K	Buy	3,300 +300	+10%	+$21.5K	0.04%	120
2025 Q1	$213K	Sell	3,000 -2,025	-40%	-$124K	0.04%	124
2024 Q4	$294K	Hold	5,025	–	–	0.05%	112
2024 Q3	$288K	Hold	5,025	–	–	0.05%	114
2024 Q2	$263K	Hold	5,025	–	–	0.05%	117
2024 Q1	$296K	Buy	5,025 +525	+12%	+$28.4K	0.06%	109
2023 Q4	$212K	Buy	+4,500	New	+$205K	0.05%	130

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

Arthur M. Cohen & Associates's WRB Position: Q2 2026 in Review

Arthur M. Cohen & Associates held its W.R. Berkley (WRB) position steady in Q2 2026 at 3,300 shares worth $233K. The position accounts for 0.04% of the portfolio, ranked #131.

Arthur M. Cohen & Associates first reported a position in WRB in Q4 2023 and has held it in 11 quarters since. The position peaked at $296K in Q1 2024. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Arthur M. Cohen & Associates held 3,300 shares of W.R. Berkley worth $233K as of Q2 2026.
Arthur M. Cohen & Associates left its W.R. Berkley share count unchanged in Q2 2026.
W.R. Berkley made up 0.04% of Arthur M. Cohen & Associates's portfolio in Q2 2026, its #131 holding.
Arthur M. Cohen & Associates first reported a position in W.R. Berkley in Q4 2023 and has held it in 11 quarters since.
Arthur M. Cohen & Associates's W.R. Berkley position peaked at $296K in Q1 2024.
948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Arthur M. Cohen & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.