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Brooklyn Investment Group’s W.R. Berkley WRB Stock Holding History

Brooklyn Investment 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
Q1 		$658K Buy
9,925
+1,000
+11% +$68.9K 0.02% 828
2025
Q4 		$632K Buy
+8,925
New +$658K 0.03% 525
2025
Q3 		– Sell
-1,273
Closed -$93.5K – 2710
2025
Q2 		$93.5K Buy
1,273
+260
+26% +$18.6K 0.01% 979
2025
Q1 		$72.1K Buy
1,013
+162
+19% +$9.93K 0.02% 623
2024
Q4 		$49.8K Buy
851
+10
+1% +$599 0.01% 536
2024
Q3 		$47.7K Buy
+841
New +$47.2K 0.02% 488

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Brooklyn Investment Group's WRB Position: Q1 2026 in Review

Brooklyn Investment Group increased its W.R. Berkley (WRB) stake by 11% in Q1 2026, buying an estimated $68.9K and bringing the position to 9,925 shares worth $658K. The position accounts for 0.02% of the portfolio, ranked #828.

Brooklyn Investment Group first reported a position in WRB in Q3 2024 and has held it in 6 quarters since. 926 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Brooklyn Investment Group held 9,925 shares of W.R. Berkley worth $658K as of Q1 2026.
  • Brooklyn Investment Group bought 1,000 W.R. Berkley shares in Q1 2026, an estimated $68.9K.
  • W.R. Berkley made up 0.02% of Brooklyn Investment Group's portfolio in Q1 2026, its #828 holding.
  • Brooklyn Investment Group first reported a position in W.R. Berkley in Q3 2024 and has held it in 6 quarters since.
  • 926 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.