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Dunhill Financial’s W.R. Berkley WRB Stock Holding History

Dunhill Financial’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 		$2.18K Buy
30
+1
+3% +$67 ﹤0.01% 838
2026
Q1 		$1.95K Sell
29
-1
-3% -$69 ﹤0.01% 809
2025
Q4 		$2.08K Buy
30
+4
+15% +$295 ﹤0.01% 736
2025
Q3 		$2.02K Hold
26
– – ﹤0.01% 699
2025
Q2 		$1.94K Sell
26
-1
-4% -$72 ﹤0.01% 691
2025
Q1 		$1.9K Sell
27
-16
-37% -$981 ﹤0.01% 743
2024
Q4 		$2.54K Buy
43
+16
+59% +$958 ﹤0.01% 678
2024
Q3 		$1.53K Hold
27
– – ﹤0.01% 754
2024
Q2 		$1.38K Buy
27
+1
+4% +$54 ﹤0.01% 641
2024
Q1 		$1.52K Buy
26
+3
+13% +$162 ﹤0.01% 561
2023
Q4 		$1.03K Buy
+23
New +$1.05K ﹤0.01% 595

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 $3.37T AUM 44.26% 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

Dunhill Financial's WRB Position: Q2 2026 in Review

Dunhill Financial increased its W.R. Berkley (WRB) stake by 3.4% in Q2 2026, buying an estimated $67 and bringing the position to 30 shares worth $2.18K. The position accounts for ﹤0.01% of the portfolio, ranked #838.

Dunhill Financial first reported a position in WRB in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.54K in Q4 2024. 952 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Dunhill Financial held 30 shares of W.R. Berkley worth $2.18K as of Q2 2026.
  • Dunhill Financial bought 1 W.R. Berkley share in Q2 2026, an estimated $67.
  • W.R. Berkley made up ﹤0.01% of Dunhill Financial's portfolio in Q2 2026, its #838 holding.
  • Dunhill Financial first reported a position in W.R. Berkley in Q4 2023 and has held it in 11 quarters since.
  • Dunhill Financial's W.R. Berkley position peaked at $2.54K in Q4 2024.
  • 952 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.