Bruce G. Allen Investments’s W.R. Berkley WRB Stock Holding History

Bruce G. Allen 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	$18K	Buy	255 +78	+44%	+$5.23K	0.01%	424
2026 Q1	$11.7K	Hold	177	–	–	0.01%	467
2025 Q4	$12.4K	Hold	177	–	–	0.01%	447
2025 Q3	$13.6K	Hold	177	–	–	0.01%	441
2025 Q2	$13K	Sell	177 -18	-9%	-$1.29K	0.01%	443
2025 Q1	$13.9K	Sell	195 -28	-13%	-$1.72K	0.01%	427
2024 Q4	$13.1K	Hold	223	–	–	0.01%	439
2024 Q3	$12.7K	Sell	223 -2	-0.9%	-$112	0.01%	450
2024 Q2	$11.8K	Sell	225 -237	-51%	-$12.7K	0.01%	451
2024 Q1	$27.2K	Sell	462 -74	-14%	-$4K	0.02%	344
2023 Q4	$25.2K	Buy	+536	New	+$24.4K	0.02%	348

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 $3.38T AUM 44.17% 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

Bruce G. Allen Investments's WRB Position: Q2 2026 in Review

Bruce G. Allen Investments increased its W.R. Berkley (WRB) stake by 44% in Q2 2026, buying an estimated $5.23K and bringing the position to 255 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #424.

Bruce G. Allen Investments first reported a position in WRB in Q4 2023 and has held it in 11 quarters since. The position peaked at $27.2K in Q1 2024. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Bruce G. Allen Investments held 255 shares of W.R. Berkley worth $18K as of Q2 2026.
Bruce G. Allen Investments bought 78 W.R. Berkley shares in Q2 2026, an estimated $5.23K.
W.R. Berkley made up 0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #424 holding.
Bruce G. Allen Investments first reported a position in W.R. Berkley in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's W.R. Berkley position peaked at $27.2K in Q1 2024.
953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.