Edgestream Partners’s W.R. Berkley WRB Stock Holding History

Edgestream 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	$896K	Buy	+12,700	New	+$851K	0.03%	687
2025 Q4	–	Sell	-15,010	Closed	-$1.15M	–	1163
2025 Q3	$1.15M	Buy	+15,010	New	+$1.07M	0.03%	611
2025 Q2	–	Sell	-86,664	Closed	-$6.17M	–	1091
2025 Q1	$6.17M	Buy	+86,664	New	+$5.31M	0.21%	170
2024 Q4	–	Sell	-39,879	Closed	-$2.26M	–	1125
2024 Q3	$2.26M	Buy	+39,879	New	+$2.24M	0.1%	364
2024 Q2	–	Sell	-27,495	Closed	-$1.62M	–	1065
2024 Q1	$1.62M	Sell	27,495 -3,572	-11%	-$193K	0.08%	387
2023 Q4	$1.46M	Buy	+31,067	New	+$1.42M	0.11%	325
2023 Q1	–	Sell	-40,085	Closed	-$1.94M	–	670
2022 Q4	$1.94M	Sell	40,085 -52,186	-57%	-$2.52M	0.22%	151
2022 Q3	$3.97M	Buy	+92,271	New	+$4.01M	0.31%	109

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

Edgestream Partners's WRB Position: Q2 2026 in Review

Edgestream Partners opened a new position in W.R. Berkley (WRB) in Q2 2026: 12,700 shares worth $896K. The stake represents 0.03% of the portfolio and ranks #687 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in WRB as recently as Q3 2025.

Edgestream Partners first reported a position in WRB in Q3 2022 and has held it in 8 quarters since. The position peaked at $6.17M in Q1 2025. 950 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Edgestream Partners held 12,700 shares of W.R. Berkley worth $896K as of Q2 2026.
W.R. Berkley was a new Edgestream Partners position in Q2 2026.
W.R. Berkley made up 0.03% of Edgestream Partners's portfolio in Q2 2026, its #687 holding.
Edgestream Partners first reported a position in W.R. Berkley in Q3 2022 and has held it in 8 quarters since.
Edgestream Partners's W.R. Berkley position peaked at $6.17M in Q1 2025.
950 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.