AS
WRB icon

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
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 $3.9B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Aware Super's WRB Position: Q1 2026 in Review

Aware Super opened a new position in W.R. Berkley (WRB) in Q1 2026: 364,949 shares worth $24.2M. The stake represents 0.37% of the portfolio and ranks #81 among its holdings. This is a return to the name: Aware Super previously reported a position in WRB as recently as Q3 2025.

Aware Super first reported a position in WRB in Q4 2023 and has held it in 6 quarters since. The position peaked at $41.6M in Q3 2025. 920 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Aware Super held 364,949 shares of W.R. Berkley worth $24.2M as of Q1 2026.
  • W.R. Berkley was a new Aware Super position in Q1 2026.
  • W.R. Berkley made up 0.37% of Aware Super's portfolio in Q1 2026, its #81 holding.
  • Aware Super first reported a position in W.R. Berkley in Q4 2023 and has held it in 6 quarters since.
  • Aware Super's W.R. Berkley position peaked at $41.6M in Q3 2025.
  • 920 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Aware Super's 13F filing for Q1 2026, filed 5 May 2026.