Baird Financial Group
WRB icon

Baird Financial Group’s W.R. Berkley WRB Stock Holding History

Baird Financial Group’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 		$859K Buy
12,176
+499
+4% +$33.4K ﹤0.01% 1380
2026
Q1 		$774K Buy
11,677
+810
+7% +$55.8K ﹤0.01% 1338
2025
Q4 		$762K Buy
10,867
+2,580
+31% +$190K ﹤0.01% 1337
2025
Q3 		$635K Buy
8,287
+422
+5% +$30K ﹤0.01% 1393
2025
Q2 		$578K Sell
7,865
-132
-2% -$9.46K ﹤0.01% 1375
2025
Q1 		$569K Buy
7,997
+141
+2% +$8.64K ﹤0.01% 1361
2024
Q4 		$460K Buy
7,856
+1,102
+16% +$66K ﹤0.01% 1408
2024
Q3 		$383K Buy
+6,754
New +$379K ﹤0.01% 1467
2023
Q3 		– Sell
-7,368
Closed -$293K – 1766
2023
Q2 		$293K Sell
7,368
-7,094
-49% -$279K ﹤0.01% 1513
2023
Q1 		$600K Buy
14,462
+4,377
+43% +$196K ﹤0.01% 1259
2022
Q4 		$488K Buy
10,085
+1,410
+16% +$68K ﹤0.01% 1306
2022
Q3 		$374K Buy
+8,675
New +$377K ﹤0.01% 1391
2019
Q2 		– Sell
-20,989
Closed -$527K – 1561
2019
Q1 		$527K Buy
20,989
+179
+0.9% +$4.22K ﹤0.01% 1021
2018
Q4 		$456K Buy
+20,810
New +$468K ﹤0.01% 1014
2018
Q3 		– Sell
-17,928
Closed -$385K – 1366
2018
Q2 		$385K Buy
17,928
+844
+5% +$18.8K ﹤0.01% 1085
2018
Q1 		$368K Sell
17,084
-3,018
-15% -$63K ﹤0.01% 1080
2017
Q4 		$427K Sell
20,102
-90,129
-82% -$1.84M ﹤0.01% 1050
2017
Q3 		$2.18M Buy
110,231
+91,284
+482% +$1.83M 0.02% 598
2017
Q2 		$388K Hold
18,947
– – ﹤0.01% 1025
2017
Q1 		$397K Hold
18,947
– – ﹤0.01% 1006
2016
Q4 		$373K Sell
18,947
-490
-3% -$8.8K ﹤0.01% 996
2016
Q3 		$333K Buy
19,437
+490
+3% +$8.47K ﹤0.01% 1030
2016
Q2 		$334K Hold
18,947
– – ﹤0.01% 1027
2016
Q1 		$316K Hold
18,947
– – ﹤0.01% 1044
2015
Q4 		$307K Hold
18,947
– – ﹤0.01% 1059
2015
Q3 		$305K Sell
18,947
-2,532
-12% -$41.5K ﹤0.01% 1054
2015
Q2 		$330K Buy
+21,479
New +$320K ﹤0.01% 1096

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

Baird Financial Group's WRB Position: Q2 2026 in Review

Baird Financial Group increased its W.R. Berkley (WRB) stake by 4.3% in Q2 2026, buying an estimated $33.4K and bringing the position to 12,176 shares worth $859K. The position accounts for ﹤0.01% of the portfolio, ranked #1380.

Baird Financial Group first reported a position in WRB in Q2 2015 and has held it in 27 quarters since. The position peaked at $2.18M in Q3 2017. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Baird Financial Group held 12,176 shares of W.R. Berkley worth $859K as of Q2 2026.
  • Baird Financial Group bought 499 W.R. Berkley shares in Q2 2026, an estimated $33.4K.
  • W.R. Berkley made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1380 holding.
  • Baird Financial Group first reported a position in W.R. Berkley in Q2 2015 and has held it in 27 quarters since.
  • Baird Financial Group's W.R. Berkley position peaked at $2.18M in Q3 2017.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.