Burk Holdings’s W.R. Berkley WRB Stock Holding History

Burk Holdings’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	$1.98K	Hold	28	–	–	﹤0.01%	510
2026 Q1	$1.86K	Buy	+28	New	+$1.93K	﹤0.01%	518

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 $3.37T AUM 44.26% 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

Burk Holdings's WRB Position: Q2 2026 in Review

Burk Holdings held its W.R. Berkley (WRB) position steady in Q2 2026 at 28 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Burk Holdings first reported a position in WRB in Q1 2026 and has held it in 2 quarters since. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Burk Holdings held 28 shares of W.R. Berkley worth $1.98K as of Q2 2026.
Burk Holdings left its W.R. Berkley share count unchanged in Q2 2026.
W.R. Berkley made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #510 holding.
Burk Holdings first reported a position in W.R. Berkley in Q1 2026 and has held it in 2 quarters since.
946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.