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Brinker Capital Investments’s W.R. Berkley WRB Stock Holding History

Brinker Capital Investments’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 		$1.43M Buy
20,271
+2,177
+12% +$146K 0.01% 972
2026
Q1 		$1.2M Sell
18,094
-6,595
-27% -$454K 0.01% 1004
2025
Q4 		$1.73M Buy
24,689
+11,870
+93% +$875K 0.01% 930
2025
Q3 		$982K Sell
12,819
-1,370
-10% -$97.5K 0.01% 1239
2025
Q2 		$1.04M Buy
14,189
+1,334
+10% +$95.6K 0.01% 1173
2025
Q1 		$915K Buy
12,855
+1,218
+10% +$74.6K 0.01% 1130
2024
Q4 		$681K Buy
11,637
+2,576
+28% +$154K 0.01% 1230
2024
Q3 		$514K Sell
9,061
-335
-4% -$18.8K 0.01% 1327
2024
Q2 		$492K Sell
9,396
-21
-0.2% -$1.13K 0.01% 1279
2024
Q1 		$555K Sell
9,417
-474
-5% -$25.6K 0.01% 1224
2023
Q4 		$479K Sell
9,891
-150
-1% -$6.84K 0.01% 1227
2023
Q3 		$425K Sell
10,041
-249
-2% -$10.3K 0.01% 1261
2023
Q2 		$409K Sell
10,290
-170
-2% -$6.68K ﹤0.01% 1288
2023
Q1 		$434K Sell
10,460
-417
-4% -$18.7K 0.01% 1189
2022
Q4 		$526K Buy
10,877
+162
+2% +$7.81K 0.01% 962
2022
Q3 		$461K Buy
10,715
+185
+2% +$8.03K 0.01% 973
2022
Q2 		$479K Buy
10,530
+40
+0.4% +$1.82K 0.01% 993
2022
Q1 		$466K Sell
10,490
-15
-0.1% -$598 0.01% 1077
2021
Q4 		$385K Buy
+10,505
New +$372K 0.01% 1161
2021
Q1 		– Sell
-9,788
Closed -$289K – 1279
2020
Q4 		$289K Buy
+9,788
New +$282K ﹤0.01% 936
2019
Q3 		– Sell
-2,475
Closed -$72K – 965
2019
Q2 		$72K Sell
2,475
-2
-0.1% -$55 ﹤0.01% 539
2019
Q1 		$62K Buy
+2,477
New +$58.4K ﹤0.01% 430
2018
Q1 		– Sell
-13,520
Closed -$287K – 600
2017
Q4 		$287K Buy
13,520
+148
+1% +$3.02K 0.01% 286
2017
Q3 		$264K Buy
+13,372
New +$268K 0.01% 269

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

Brinker Capital Investments's WRB Position: Q2 2026 in Review

Brinker Capital Investments increased its W.R. Berkley (WRB) stake by 12% in Q2 2026, buying an estimated $146K and bringing the position to 20,271 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #972.

Brinker Capital Investments first reported a position in WRB in Q3 2017 and has held it in 24 quarters since. The position peaked at $1.73M in Q4 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Brinker Capital Investments held 20,271 shares of W.R. Berkley worth $1.43M as of Q2 2026.
  • Brinker Capital Investments bought 2,177 W.R. Berkley shares in Q2 2026, an estimated $146K.
  • W.R. Berkley made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #972 holding.
  • Brinker Capital Investments first reported a position in W.R. Berkley in Q3 2017 and has held it in 24 quarters since.
  • Brinker Capital Investments's W.R. Berkley position peaked at $1.73M in Q4 2025.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.