Aurelius Family Office’s W.R. Berkley WRB Stock Holding History

Aurelius Family Office’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	$530K	Hold	7,519	–	–	0.21%	35
2026 Q1	$498K	Hold	7,519	–	–	0.22%	35
2025 Q4	$532K	Hold	7,519	–	–	0.23%	35
2025 Q3	$576K	Hold	7,519	–	–	0.26%	35
2025 Q2	$552K	Hold	7,519	–	–	0.26%	34
2025 Q1	$535K	Sell	7,519 -7,480	-50%	-$458K	0.27%	34
2024 Q4	$878K	Buy	+14,999	New	+$898K	0.44%	30

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

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

Aurelius Family Office's WRB Position: Q2 2026 in Review

Aurelius Family Office held its W.R. Berkley (WRB) position steady in Q2 2026 at 7,519 shares worth $530K. The position accounts for 0.21% of the portfolio, ranked #35.

Aurelius Family Office first reported a position in WRB in Q4 2024 and has held it in 7 quarters since. The position peaked at $878K in Q4 2024. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Aurelius Family Office held 7,519 shares of W.R. Berkley worth $530K as of Q2 2026.
Aurelius Family Office left its W.R. Berkley share count unchanged in Q2 2026.
W.R. Berkley made up 0.21% of Aurelius Family Office's portfolio in Q2 2026, its #35 holding.
Aurelius Family Office first reported a position in W.R. Berkley in Q4 2024 and has held it in 7 quarters since.
Aurelius Family Office's W.R. Berkley position peaked at $878K in Q4 2024.
948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Aurelius Family Office's 13F filing for Q2 2026, filed 13 Jul 2026.