AWM
WRB icon

Atticus Wealth Management’s W.R. Berkley WRB Stock Holding History

Atticus Wealth 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
Q2 		$418K Buy
5,933
+75
+1% +$5.03K 0.1% 125
2026
Q1 		$388K Buy
5,858
+147
+3% +$10.1K 0.11% 127
2025
Q4 		$400K Buy
5,711
+5
+0.1% +$368 0.1% 118
2025
Q3 		$437K Buy
5,706
+2,843
+99% +$202K 0.11% 118
2025
Q2 		$210K Buy
+2,863
New +$205K 0.06% 162

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Atticus Wealth Management's WRB Position: Q2 2026 in Review

Atticus Wealth Management increased its W.R. Berkley (WRB) stake by 1.3% in Q2 2026, buying an estimated $5.03K and bringing the position to 5,933 shares worth $418K. The position accounts for 0.1% of the portfolio, ranked #125.

Atticus Wealth Management first reported a position in WRB in Q2 2025 and has held it in 5 quarters since. The position peaked at $437K in Q3 2025. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Atticus Wealth Management held 5,933 shares of W.R. Berkley worth $418K as of Q2 2026.
  • Atticus Wealth Management bought 75 W.R. Berkley shares in Q2 2026, an estimated $5.03K.
  • W.R. Berkley made up 0.1% of Atticus Wealth Management's portfolio in Q2 2026, its #125 holding.
  • Atticus Wealth Management first reported a position in W.R. Berkley in Q2 2025 and has held it in 5 quarters since.
  • Atticus Wealth Management's W.R. Berkley position peaked at $437K in Q3 2025.
  • 948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.