Crumly & Associates’s W.R. Berkley WRB Stock Holding History

Crumly & Associates’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	–	Sell	-3,436	Closed	-$228K	–	218
2026 Q1	$228K	Buy	3,436 +5	+0.1%	+$344	0.05%	186
2025 Q4	$241K	Buy	3,431 +4	+0.1%	+$295	0.05%	175
2025 Q3	$263K	Buy	+3,427	New	+$244K	0.06%	162

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

Crumly & Associates's WRB Position: Q2 2026 in Review

Crumly & Associates sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 3,436 shares — an estimated $228K sold.

Crumly & Associates first reported a position in WRB in Q3 2025 and held it in 3 quarters. The position peaked at $263K in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Crumly & Associates reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
Crumly & Associates sold 3,436 W.R. Berkley shares in Q2 2026, an estimated $228K.
Crumly & Associates first reported a position in W.R. Berkley in Q3 2025 and held it in 3 quarters.
Crumly & Associates's W.R. Berkley position peaked at $263K in Q3 2025.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.