Baxter Bros Inc’s W.R. Berkley WRB Stock Holding History

Baxter Bros Inc’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	$5.11M	Buy	72,416 +202	+0.3%	+$13.5K	0.59%	39
2026 Q1	$4.79M	Sell	72,214 -5,015	-6%	-$345K	0.59%	41
2025 Q4	$5.42M	Sell	77,229 -2,915	-4%	-$215K	0.63%	36
2025 Q3	$6.14M	Sell	80,144 -2,817	-3%	-$201K	0.71%	35
2025 Q2	$6.1M	Buy	82,961 +9,503	+13%	+$681K	0.75%	36
2025 Q1	$5.23M	Buy	73,458 +13,013	+22%	+$797K	0.69%	37
2024 Q4	$3.54M	Buy	60,445 +10,091	+20%	+$604K	0.46%	44
2024 Q3	$2.86M	Buy	50,354 +18,866	+60%	+$1.06M	0.37%	53
2024 Q2	$1.65M	Buy	31,488 +15,690	+99%	+$840K	0.22%	72
2024 Q1	$931K	Buy	+15,798	New	+$854K	0.12%	82

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

Baxter Bros Inc's WRB Position: Q2 2026 in Review

Baxter Bros Inc increased its W.R. Berkley (WRB) stake by 0.28% in Q2 2026, buying an estimated $13.5K and bringing the position to 72,416 shares worth $5.11M. The position accounts for 0.59% of the portfolio, ranked #39.

Baxter Bros Inc first reported a position in WRB in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.14M in Q3 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Baxter Bros Inc held 72,416 shares of W.R. Berkley worth $5.11M as of Q2 2026.
Baxter Bros Inc bought 202 W.R. Berkley shares in Q2 2026, an estimated $13.5K.
W.R. Berkley made up 0.59% of Baxter Bros Inc's portfolio in Q2 2026, its #39 holding.
Baxter Bros Inc first reported a position in W.R. Berkley in Q1 2024 and has held it in 10 quarters since.
Baxter Bros Inc's W.R. Berkley position peaked at $6.14M in Q3 2025.
946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Baxter Bros Inc's 13F filing for Q2 2026, filed 6 Aug 2026.