Aspect Partners’s W.R. Berkley WRB Stock Holding History

Aspect 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	–	Sell	-24	Closed	-$1.59K	–	759
2026 Q1	$1.59K	Hold	24	–	–	﹤0.01%	532
2025 Q4	$1.68K	Hold	24	–	–	﹤0.01%	565
2025 Q3	$1.84K	Buy	+24	New	+$1.71K	﹤0.01%	555

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

Aspect Partners's WRB Position: Q2 2026 in Review

Aspect Partners sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 24 shares — an estimated $1.59K sold.

Aspect Partners first reported a position in WRB in Q3 2025 and held it in 3 quarters. The position peaked at $1.84K in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Aspect Partners reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
Aspect Partners sold 24 W.R. Berkley shares in Q2 2026, an estimated $1.59K.
Aspect Partners first reported a position in W.R. Berkley in Q3 2025 and held it in 3 quarters.
Aspect Partners's W.R. Berkley position peaked at $1.84K in Q3 2025.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.