Delphi Management’s W.R. Berkley WRB Stock Holding History

Delphi 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	$1.11M	Buy	15,679 +113	+0.7%	+$7.57K	1.08%	62
2026 Q1	$1.03M	Sell	15,566 -3,860	-20%	-$266K	1.23%	54
2025 Q4	$1.36M	Sell	19,426 -526	-3%	-$38.8K	1.33%	51
2025 Q3	$1.53M	Buy	19,952 +35	+0.2%	+$2.49K	1.42%	25
2025 Q2	$1.46M	Sell	19,917 -2,461	-11%	-$176K	1.41%	22
2025 Q1	$1.59M	Sell	22,378 -4,671	-17%	-$286K	1.62%	3
2024 Q4	$1.58M	Buy	27,049 +158	+0.6%	+$9.46K	1.53%	12
2024 Q3	$1.53M	Sell	26,891 -4,935	-16%	-$277K	1.39%	28
2024 Q2	$1.11M	Buy	31,826 +510	+2%	+$27.3K	0.91%	69
2024 Q1	$1.85M	Sell	31,316 -682	-2%	-$36.9K	1.43%	12
2023 Q4	$1.51M	Sell	31,998 -33,456	-51%	-$1.53M	1.39%	33
2023 Q3	$2.77M	Buy	65,454 +33,654	+106%	+$1.39M	2.84%	1
2023 Q2	$1.26M	Buy	+31,800	New	+$1.25M	1.31%	39

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

Delphi Management's WRB Position: Q2 2026 in Review

Delphi Management increased its W.R. Berkley (WRB) stake by 0.73% in Q2 2026, buying an estimated $7.57K and bringing the position to 15,679 shares worth $1.11M. The position accounts for 1.08% of the portfolio, ranked #62.

Delphi Management first reported a position in WRB in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.77M in Q3 2023. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Delphi Management held 15,679 shares of W.R. Berkley worth $1.11M as of Q2 2026.
Delphi Management bought 113 W.R. Berkley shares in Q2 2026, an estimated $7.57K.
W.R. Berkley made up 1.08% of Delphi Management's portfolio in Q2 2026, its #62 holding.
Delphi Management first reported a position in W.R. Berkley in Q2 2023 and has held it in 13 quarters since.
Delphi Management's W.R. Berkley position peaked at $2.77M in Q3 2023.
948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Delphi Management's 13F filing for Q2 2026, filed 31 Jul 2026.