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Board of the Pension Protection Fund’s W.R. Berkley WRB Stock Holding History

Board of the Pension Protection Fund’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 		– Sell
-24,300
Closed -$1.7M – 260
2025
Q4 		$1.7M Buy
24,300
+11,700
+93% +$862K 1.62% 13
2025
Q3 		$965K Buy
12,600
+6,500
+107% +$463K 0.95% 45
2025
Q2 		$448K Sell
6,100
-3,700
-38% -$265K 0.48% 73
2025
Q1 		$697K Buy
+9,800
New +$601K 0.8% 67

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Board of the Pension Protection Fund's WRB Position: Q1 2026 in Review

Board of the Pension Protection Fund sold out of W.R. Berkley (WRB) in Q1 2026, closing a stake of 24,300 shares — an estimated $1.7M sold.

Board of the Pension Protection Fund first reported a position in WRB in Q1 2025 and held it in 4 quarters. The position peaked at $1.7M in Q4 2025. 921 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Board of the Pension Protection Fund reported no remaining W.R. Berkley position as of Q1 2026 after selling out during the quarter.
  • Board of the Pension Protection Fund sold 24,300 W.R. Berkley shares in Q1 2026, an estimated $1.7M.
  • Board of the Pension Protection Fund first reported a position in W.R. Berkley in Q1 2025 and held it in 4 quarters.
  • Board of the Pension Protection Fund's W.R. Berkley position peaked at $1.7M in Q4 2025.
  • 921 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Board of the Pension Protection Fund's 13F filing for Q1 2026, filed 27 Apr 2026.