DIM
WRB icon

Delta Investment Management’s W.R. Berkley WRB Stock Holding History

Delta Investment 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 		$218K Sell
3,091
-1,490
-33% -$99.8K 0.04% 269
2026
Q1 		$304K Buy
4,581
+22
+0.5% +$1.51K 0.05% 198
2025
Q4 		$320K Buy
4,559
+2
+0% +$147 0.06% 208
2025
Q3 		$349K Buy
+4,557
New +$324K 0.06% 189

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

Delta Investment Management's WRB Position: Q2 2026 in Review

Delta Investment Management reduced its W.R. Berkley (WRB) stake by 33% in Q2 2026, selling an estimated $99.8K and leaving 3,091 shares worth $218K. The position accounts for 0.04% of the portfolio, ranked #269.

Delta Investment Management first reported a position in WRB in Q3 2025 and has held it in 4 quarters since. The position peaked at $349K in Q3 2025. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Delta Investment Management held 3,091 shares of W.R. Berkley worth $218K as of Q2 2026.
  • Delta Investment Management sold 1,490 W.R. Berkley shares in Q2 2026, an estimated $99.8K.
  • W.R. Berkley made up 0.04% of Delta Investment Management's portfolio in Q2 2026, its #269 holding.
  • Delta Investment Management first reported a position in W.R. Berkley in Q3 2025 and has held it in 4 quarters since.
  • Delta Investment Management's W.R. Berkley position peaked at $349K in Q3 2025.
  • 953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Delta Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.