DC Investments Management’s W.R. Berkley WRB Stock Holding History

DC Investments Management’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	$1.41M	Hold	19,958	–	–	0.48%	41
2026 Q1	$1.32M	Buy	+19,958	New	+$1.37M	0.51%	38
2020 Q2	–	Sell	-16,445	Closed	-$381K	–	362
2020 Q1	$381K	Sell	16,445 -3,213	-16%	-$95.7K	0.31%	126
2019 Q4	$604K	Sell	19,658 -1,443	-7%	-$44.5K	0.46%	47
2019 Q3	$677K	Sell	21,101 -2,205	-9%	-$68.9K	0.39%	29
2019 Q2	$683K	Sell	23,306 -3,330	-13%	-$91.1K	0.38%	40
2019 Q1	$669K	Hold	26,636	–	–	0.42%	63
2018 Q4	$583K	Buy	26,636 +2,535	+11%	+$57K	0.47%	71
2018 Q3	$571K	Sell	24,101 -331	-1%	-$7.51K	0.39%	89
2018 Q2	$524K	Buy	24,432 +10,459	+75%	+$233K	0.33%	176
2018 Q1	$301K	Sell	13,973 -3,577	-20%	-$74.6K	0.2%	180
2017 Q4	$373K	Buy	+17,550	New	+$359K	0.15%	179

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

DC Investments Management's WRB Position: Q2 2026 in Review

DC Investments Management held its W.R. Berkley (WRB) position steady in Q2 2026 at 19,958 shares worth $1.41M. The position accounts for 0.48% of the portfolio, ranked #41.

DC Investments Management first reported a position in WRB in Q4 2017 and has held it in 12 quarters since. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

DC Investments Management held 19,958 shares of W.R. Berkley worth $1.41M as of Q2 2026.
DC Investments Management left its W.R. Berkley share count unchanged in Q2 2026.
W.R. Berkley made up 0.48% of DC Investments Management's portfolio in Q2 2026, its #41 holding.
DC Investments Management first reported a position in W.R. Berkley in Q4 2017 and has held it in 12 quarters since.
946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on DC Investments Management's 13F filing for Q2 2026, filed 14 Aug 2026.