Donoghue Forlines’s W.R. Berkley WRB Stock Holding History

Donoghue Forlines’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	$1.79M	Buy	25,388 +847	+3%	+$56.8K	0.46%	74
2026 Q1	$1.63M	Sell	24,541 -9,860	-29%	-$679K	0.45%	87
2025 Q4	$2.41M	Buy	+34,401	New	+$2.54M	0.75%	26
2025 Q3	–	Sell	-37,334	Closed	-$2.74M	–	138
2025 Q2	$2.74M	Buy	+37,334	New	+$2.68M	0.78%	43
2019 Q3	–	Sell	-88,148	Closed	-$2.58M	–	187
2019 Q2	$2.58M	Buy	+88,148	New	+$2.41M	0.3%	93

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

Donoghue Forlines's WRB Position: Q2 2026 in Review

Donoghue Forlines increased its W.R. Berkley (WRB) stake by 3.5% in Q2 2026, buying an estimated $56.8K and bringing the position to 25,388 shares worth $1.79M. The position accounts for 0.46% of the portfolio, ranked #74.

Donoghue Forlines first reported a position in WRB in Q2 2019 and has held it in 5 quarters since. The position peaked at $2.74M in Q2 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Donoghue Forlines held 25,388 shares of W.R. Berkley worth $1.79M as of Q2 2026.
Donoghue Forlines bought 847 W.R. Berkley shares in Q2 2026, an estimated $56.8K.
W.R. Berkley made up 0.46% of Donoghue Forlines's portfolio in Q2 2026, its #74 holding.
Donoghue Forlines first reported a position in W.R. Berkley in Q2 2019 and has held it in 5 quarters since.
Donoghue Forlines's W.R. Berkley position peaked at $2.74M in Q2 2025.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Donoghue Forlines's 13F filing for Q2 2026, filed 7 Aug 2026.