AXQ Capital’s W.R. Berkley WRB Stock Holding History

AXQ Capital’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	$503K	Sell	7,132 -22,213	-76%	-$1.49M	0.05%	487
2026 Q1	$1.94M	Buy	+29,345	New	+$2.02M	0.25%	111
2025 Q4	–	Sell	-14,757	Closed	-$1.13M	–	955
2025 Q3	$1.13M	Buy	14,757 +10,703	+264%	+$762K	0.43%	39
2025 Q2	$298K	Sell	4,054 -12,218	-75%	-$876K	0.1%	353
2025 Q1	$1.16M	Buy	+16,272	New	+$997K	0.46%	41
2024 Q4	–	Sell	-9,717	Closed	-$551K	–	643
2024 Q3	$551K	Buy	+9,717	New	+$546K	0.17%	236
2024 Q2	–	Sell	-4,350	Closed	-$256K	–	761
2024 Q1	$256K	Buy	+4,350	New	+$235K	0.06%	461
2023 Q4	–	Sell	-7,103	Closed	-$301K	–	823
2023 Q3	$301K	Buy	+7,103	New	+$294K	0.11%	310
2023 Q2	–	Sell	-20,850	Closed	-$865K	–	599
2023 Q1	$865K	Buy	+20,850	New	+$933K	0.34%	74

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AXQ Capital's WRB Position: Q2 2026 in Review

AXQ Capital reduced its W.R. Berkley (WRB) stake by 76% in Q2 2026, selling an estimated $1.49M and leaving 7,132 shares worth $503K. The position accounts for 0.05% of the portfolio, ranked #487.

AXQ Capital first reported a position in WRB in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.94M in Q1 2026. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

AXQ Capital held 7,132 shares of W.R. Berkley worth $503K as of Q2 2026.
AXQ Capital sold 22,213 W.R. Berkley shares in Q2 2026, an estimated $1.49M.
W.R. Berkley made up 0.05% of AXQ Capital's portfolio in Q2 2026, its #487 holding.
AXQ Capital first reported a position in W.R. Berkley in Q1 2023 and has held it in 9 quarters since.
AXQ Capital's W.R. Berkley position peaked at $1.94M in Q1 2026.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on AXQ Capital's 13F filing for Q2 2026, filed 6 Aug 2026.