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 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 $3.9B AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AXQ Capital's WRB Position: Q1 2026 in Review

AXQ Capital opened a new position in W.R. Berkley (WRB) in Q1 2026: 29,345 shares worth $1.94M. The stake represents 0.25% of the portfolio and ranks #111 among its holdings. This is a return to the name: AXQ Capital previously reported a position in WRB as recently as Q3 2025.

AXQ Capital first reported a position in WRB in Q1 2023 and has held it in 8 quarters since. 920 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

AXQ Capital held 29,345 shares of W.R. Berkley worth $1.94M as of Q1 2026.
W.R. Berkley was a new AXQ Capital position in Q1 2026.
W.R. Berkley made up 0.25% of AXQ Capital's portfolio in Q1 2026, its #111 holding.
AXQ Capital first reported a position in W.R. Berkley in Q1 2023 and has held it in 8 quarters since.
920 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on AXQ Capital's 13F filing for Q1 2026, filed 13 May 2026.