Atom Investors’s W.R. Berkley WRB Stock Holding History

Atom Investors’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	$892K	Buy	+12,641	New	+$847K	0.08%	390
2022 Q4	–	Sell	-25,292	Closed	-$1.09M	–	332
2022 Q3	$1.09M	Buy	+25,292	New	+$1.1M	0.38%	78
2022 Q1	–	Sell	-32,290	Closed	-$1.18M	–	329
2021 Q4	$1.18M	Buy	+32,290	New	+$1.14M	0.2%	96
2020 Q3	–	Sell	-14,996	Closed	-$382K	–	636
2020 Q2	$382K	Buy	+14,996	New	+$368K	0.02%	298

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

Atom Investors's WRB Position: Q2 2026 in Review

Atom Investors opened a new position in W.R. Berkley (WRB) in Q2 2026: 12,641 shares worth $892K. The stake represents 0.08% of the portfolio and ranks #390 among its holdings. This is a return to the name: Atom Investors previously reported a position in WRB as recently as Q3 2022.

Atom Investors first reported a position in WRB in Q2 2020 and has held it in 4 quarters since. The position peaked at $1.18M in Q4 2021. 952 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Atom Investors held 12,641 shares of W.R. Berkley worth $892K as of Q2 2026.
W.R. Berkley was a new Atom Investors position in Q2 2026.
W.R. Berkley made up 0.08% of Atom Investors's portfolio in Q2 2026, its #390 holding.
Atom Investors first reported a position in W.R. Berkley in Q2 2020 and has held it in 4 quarters since.
Atom Investors's W.R. Berkley position peaked at $1.18M in Q4 2021.
952 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.