D.J. St. Germain’s W.R. Berkley WRB Stock Holding History

D.J. St. Germain’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	$14K	Hold	199	–	–	﹤0.01%	645
2026 Q1	$13.2K	Hold	199	–	–	﹤0.01%	630
2025 Q4	$14K	Hold	199	–	–	﹤0.01%	625
2025 Q3	$15.2K	Hold	199	–	–	﹤0.01%	601
2025 Q2	$14.6K	Hold	199	–	–	﹤0.01%	617
2025 Q1	$14.2K	Hold	199	–	–	﹤0.01%	531
2024 Q4	$11.6K	Hold	199	–	–	﹤0.01%	570
2024 Q3	$11.3K	Sell	199 -1	-0.5%	-$56	﹤0.01%	527
2024 Q2	$10.5K	Buy	+200	New	+$10.7K	﹤0.01%	529
2023 Q4	–	Sell	-465	Closed	-$19.7K	–	827
2023 Q3	$19.7K	Hold	465	–	–	﹤0.01%	465
2023 Q2	$18.5K	Buy	+465	New	+$18.3K	﹤0.01%	480
2022 Q4	$14.5K	Buy	+300	New	+$14.5K	﹤0.01%	260

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

D.J. St. Germain's WRB Position: Q2 2026 in Review

D.J. St. Germain held its W.R. Berkley (WRB) position steady in Q2 2026 at 199 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

D.J. St. Germain first reported a position in WRB in Q4 2022 and has held it in 12 quarters since. The position peaked at $19.7K in Q3 2023. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

D.J. St. Germain held 199 shares of W.R. Berkley worth $14K as of Q2 2026.
D.J. St. Germain left its W.R. Berkley share count unchanged in Q2 2026.
W.R. Berkley made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #645 holding.
D.J. St. Germain first reported a position in W.R. Berkley in Q4 2022 and has held it in 12 quarters since.
D.J. St. Germain's W.R. Berkley position peaked at $19.7K in Q3 2023.
946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.