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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
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 $3.9B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Delta Investment Management's WRB Position: Q1 2026 in Review

Delta Investment Management increased its W.R. Berkley (WRB) stake by 0.48% in Q1 2026, buying an estimated $1.51K and bringing the position to 4,581 shares worth $304K. The position accounts for 0.05% of the portfolio, ranked #198.

Delta Investment Management first reported a position in WRB in Q3 2025 and has held it in 3 quarters since. The position peaked at $349K in Q3 2025. 921 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Delta Investment Management held 4,581 shares of W.R. Berkley worth $304K as of Q1 2026.
  • Delta Investment Management bought 22 W.R. Berkley shares in Q1 2026, an estimated $1.51K.
  • W.R. Berkley made up 0.05% of Delta Investment Management's portfolio in Q1 2026, its #198 holding.
  • Delta Investment Management first reported a position in W.R. Berkley in Q3 2025 and has held it in 3 quarters since.
  • Delta Investment Management's W.R. Berkley position peaked at $349K in Q3 2025.
  • 921 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Delta Investment Management's 13F filing for Q1 2026, filed 13 May 2026.