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Atomi Financial Group’s W.R. Berkley WRB Stock Holding History

Atomi Financial Group’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 		$370K Buy
5,251
+487
+10% +$32.6K 0.01% 917
2026
Q1 		$316K Sell
4,764
-303
-6% -$20.9K 0.01% 922
2025
Q4 		$355K Sell
5,067
-119
-2% -$8.77K 0.01% 851
2025
Q3 		$397K Buy
5,186
+345
+7% +$24.6K 0.01% 748
2025
Q2 		$356K Buy
4,841
+32
+0.7% +$2.29K 0.01% 733
2025
Q1 		$342K Sell
4,809
-65
-1% -$3.98K 0.02% 699
2024
Q4 		$285K Sell
4,874
-158
-3% -$9.46K 0.01% 747
2024
Q3 		$285K Sell
5,032
-154
-3% -$8.65K 0.02% 688
2024
Q2 		$272K Sell
5,186
-1,042
-17% -$55.8K 0.02% 618
2024
Q1 		$367K Buy
6,228
+409
+7% +$22.1K 0.03% 455
2023
Q4 		$274K Buy
+5,819
New +$265K 0.04% 445

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Atomi Financial Group's WRB Position: Q2 2026 in Review

Atomi Financial Group increased its W.R. Berkley (WRB) stake by 10% in Q2 2026, buying an estimated $32.6K and bringing the position to 5,251 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #917.

Atomi Financial Group first reported a position in WRB in Q4 2023 and has held it in 11 quarters since. The position peaked at $397K in Q3 2025. 952 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Atomi Financial Group held 5,251 shares of W.R. Berkley worth $370K as of Q2 2026.
  • Atomi Financial Group bought 487 W.R. Berkley shares in Q2 2026, an estimated $32.6K.
  • W.R. Berkley made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #917 holding.
  • Atomi Financial Group first reported a position in W.R. Berkley in Q4 2023 and has held it in 11 quarters since.
  • Atomi Financial Group's W.R. Berkley position peaked at $397K in Q3 2025.
  • 952 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.