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

Bleakley 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 		$1.88M Buy
26,608
+4,019
+18% +$269K 0.02% 483
2026
Q1 		$1.5M Sell
22,589
-589
-3% -$40.6K 0.02% 443
2025
Q4 		$1.63M Sell
23,178
-338
-1% -$24.9K 0.03% 389
2025
Q3 		$1.8M Sell
23,516
-1,192
-5% -$84.9K 0.04% 314
2025
Q2 		$1.82M Buy
24,708
+1,471
+6% +$105K 0.05% 288
2025
Q1 		$1.65M Buy
23,237
+162
+0.7% +$9.93K 0.05% 267
2024
Q4 		$1.35M Buy
23,075
+707
+3% +$42.3K 0.04% 338
2024
Q3 		$1.27M Buy
22,368
+408
+2% +$22.9K 0.04% 347
2024
Q2 		$1.15M Sell
21,960
-6,270
-22% -$336K 0.03% 388
2024
Q1 		$1.66M Buy
28,230
+2,364
+9% +$128K 0.05% 322
2023
Q4 		$1.22M Buy
25,866
+222
+0.9% +$10.1K 0.04% 359
2023
Q3 		$1.09M Buy
25,644
+3
+0% +$124 0.04% 364
2023
Q2 		$1.02M Buy
25,641
+1,165
+5% +$45.8K 0.03% 398
2023
Q1 		$1.02M Sell
24,476
-23,895
-49% -$1.07M 0.03% 382
2022
Q4 		$2.34M Buy
+48,371
New +$2.33M 0.08% 217

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

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

Bleakley Financial Group increased its W.R. Berkley (WRB) stake by 18% in Q2 2026, buying an estimated $269K and bringing the position to 26,608 shares worth $1.88M. The position accounts for 0.02% of the portfolio, ranked #483.

Bleakley Financial Group first reported a position in WRB in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.34M in Q4 2022. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Bleakley Financial Group held 26,608 shares of W.R. Berkley worth $1.88M as of Q2 2026.
  • Bleakley Financial Group bought 4,019 W.R. Berkley shares in Q2 2026, an estimated $269K.
  • W.R. Berkley made up 0.02% of Bleakley Financial Group's portfolio in Q2 2026, its #483 holding.
  • Bleakley Financial Group first reported a position in W.R. Berkley in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's W.R. Berkley position peaked at $2.34M in Q4 2022.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.