DT Investment Partners’s W.R. Berkley WRB Stock Holding History

DT Investment Partners’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	$7.9K	Hold	112	–	–	﹤0.01%	411
2026 Q1	$7.42K	Hold	112	–	–	﹤0.01%	417
2025 Q4	$7.85K	Hold	112	–	–	﹤0.01%	437
2025 Q3	$8.58K	Hold	112	–	–	﹤0.01%	423
2025 Q2	$8.23K	Hold	112	–	–	﹤0.01%	426
2025 Q1	$7.97K	Hold	112	–	–	﹤0.01%	432
2024 Q4	$6.55K	Hold	112	–	–	﹤0.01%	464
2024 Q3	$6.35K	Sell	112 -1	-0.9%	-$56	﹤0.01%	493
2024 Q2	$5.89K	Hold	113	–	–	﹤0.01%	417
2024 Q1	$6.63K	Hold	113	–	–	﹤0.01%	367
2023 Q4	$6.12K	Hold	113	–	–	﹤0.01%	365
2023 Q3	$4.76K	Hold	113	–	–	﹤0.01%	375
2023 Q2	$4.63K	Hold	113	–	–	﹤0.01%	382
2023 Q1	$4.48K	Hold	113	–	–	﹤0.01%	385
2022 Q4	$5.44K	Hold	113	–	–	﹤0.01%	382
2022 Q3	$5K	Buy	+113	New	+$4.91K	﹤0.01%	372

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 $3.38T AUM 44.17% 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

DT Investment Partners's WRB Position: Q2 2026 in Review

DT Investment Partners held its W.R. Berkley (WRB) position steady in Q2 2026 at 112 shares worth $7.9K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

DT Investment Partners first reported a position in WRB in Q3 2022 and has held it in 16 quarters since. The position peaked at $8.58K in Q3 2025. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

DT Investment Partners held 112 shares of W.R. Berkley worth $7.9K as of Q2 2026.
DT Investment Partners left its W.R. Berkley share count unchanged in Q2 2026.
W.R. Berkley made up ﹤0.01% of DT Investment Partners's portfolio in Q2 2026, its #411 holding.
DT Investment Partners first reported a position in W.R. Berkley in Q3 2022 and has held it in 16 quarters since.
DT Investment Partners's W.R. Berkley position peaked at $8.58K in Q3 2025.
953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.