B. Metzler seel. Sohn & Co’s W.R. Berkley WRB Stock Holding History

B. Metzler seel. Sohn & Co’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	$517K	Hold	7,332	–	–	﹤0.01%	658
2026 Q1	$486K	Sell	7,332 -7,816	-52%	-$538K	﹤0.01%	642
2025 Q4	$1.06M	Hold	15,148	–	–	0.01%	531
2025 Q3	$1.16M	Hold	15,148	–	–	0.01%	511
2025 Q2	$1.11M	Buy	15,148 +7,415	+96%	+$531K	0.01%	518
2025 Q1	$550K	Hold	7,733	–	–	0.01%	625
2024 Q4	$453K	Hold	7,733	–	–	﹤0.01%	658
2024 Q3	$439K	Sell	7,733 -1	-0%	-$56	﹤0.01%	662
2024 Q2	$405K	Buy	7,734 +327	+4%	+$17.5K	﹤0.01%	656
2024 Q1	$437K	Hold	7,407	–	–	﹤0.01%	630
2023 Q4	$349K	Hold	7,407	–	–	﹤0.01%	652
2023 Q3	$314K	Hold	7,407	–	–	﹤0.01%	635
2023 Q2	$294K	Hold	7,407	–	–	﹤0.01%	652
2023 Q1	$307K	Buy	7,407 +1,741	+31%	+$77.9K	﹤0.01%	625
2022 Q4	$274K	Buy	5,666 +921	+19%	+$44.4K	﹤0.01%	643
2022 Q3	$204K	Sell	4,745 -7,500	-61%	-$326K	﹤0.01%	705
2022 Q2	$557K	Buy	12,245 +6,005	+96%	+$273K	0.01%	540
2022 Q1	$277K	Sell	6,240 -2	-0%	-$80	﹤0.01%	706
2021 Q4	$226K	Buy	+6,242	New	+$221K	﹤0.01%	689
2021 Q1	–	Sell	-15,275	Closed	-$449K	–	702
2020 Q4	$449K	Buy	+15,275	New	+$440K	0.01%	548

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

B. Metzler seel. Sohn & Co's WRB Position: Q2 2026 in Review

B. Metzler seel. Sohn & Co held its W.R. Berkley (WRB) position steady in Q2 2026 at 7,332 shares worth $517K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

B. Metzler seel. Sohn & Co first reported a position in WRB in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.16M in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

B. Metzler seel. Sohn & Co held 7,332 shares of W.R. Berkley worth $517K as of Q2 2026.
B. Metzler seel. Sohn & Co left its W.R. Berkley share count unchanged in Q2 2026.
W.R. Berkley made up ﹤0.01% of B. Metzler seel. Sohn & Co's portfolio in Q2 2026, its #658 holding.
B. Metzler seel. Sohn & Co first reported a position in W.R. Berkley in Q4 2020 and has held it in 20 quarters since.
B. Metzler seel. Sohn & Co's W.R. Berkley position peaked at $1.16M in Q3 2025.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q2 2026, filed 11 Aug 2026.