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Aware Super’s W.R. Berkley WRB Stock Holding History

Aware Super’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 		$14.6M Sell
206,597
-158,352
-43% -$10.6M 0.21% 117
2026
Q1 		$24.2M Buy
+364,949
New +$25.1M 0.37% 81
2025
Q3 		$41.6M Hold
543,015
– – 0.57% 42
2025
Q2 		$39.9M Hold
543,015
– – 0.59% 42
2025
Q1 		$38.6M Hold
543,015
– – 0.66% 28
2024
Q4 		$31.8M Buy
+543,015
New +$32.5M 0.51% 51
2023
Q4 		$38.1M Buy
+814,523
New +$37.1M 0.51% 48

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

Aware Super's WRB Position: Q2 2026 in Review

Aware Super reduced its W.R. Berkley (WRB) stake by 43% in Q2 2026, selling an estimated $10.6M and leaving 206,597 shares worth $14.6M. The position accounts for 0.21% of the portfolio, ranked #117.

Aware Super first reported a position in WRB in Q4 2023 and has held it in 7 quarters since. The position peaked at $41.6M in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Aware Super held 206,597 shares of W.R. Berkley worth $14.6M as of Q2 2026.
  • Aware Super sold 158,352 W.R. Berkley shares in Q2 2026, an estimated $10.6M.
  • W.R. Berkley made up 0.21% of Aware Super's portfolio in Q2 2026, its #117 holding.
  • Aware Super first reported a position in W.R. Berkley in Q4 2023 and has held it in 7 quarters since.
  • Aware Super's W.R. Berkley position peaked at $41.6M in Q3 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Aware Super's 13F filing for Q2 2026, filed 29 Jul 2026.