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

Chicago Partners 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
Q2 		$574K Buy
+7,816
New +$524K 0.01% 913
2025
Q4 		– Sell
-3,350
Closed -$243K – 1340
2025
Q3 		$243K Buy
+3,350
New +$239K 0.01% 1064

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
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

Chicago Partners Investment Group's WRB Position: Q2 2026 in Review

Chicago Partners Investment Group opened a new position in W.R. Berkley (WRB) in Q2 2026: 7,816 shares worth $574K. The stake represents 0.01% of the portfolio and ranks #913 among its holdings. This is a return to the name: Chicago Partners Investment Group previously reported a position in WRB as recently as Q3 2025.

Chicago Partners Investment Group first reported a position in WRB in Q3 2025 and has held it in 2 quarters since. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Chicago Partners Investment Group held 7,816 shares of W.R. Berkley worth $574K as of Q2 2026.
  • W.R. Berkley was a new Chicago Partners Investment Group position in Q2 2026.
  • W.R. Berkley made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #913 holding.
  • Chicago Partners Investment Group first reported a position in W.R. Berkley in Q3 2025 and has held it in 2 quarters since.
  • 953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.