Engineers Gate Manager’s W.R. Berkley WRB Stock Holding History

Engineers Gate Manager’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	$831K	Buy	11,782 +7,324	+164%	+$491K	0.01%	1198
2026 Q1	$295K	Buy	+4,458	New	+$307K	﹤0.01%	1713
2025 Q1	–	Sell	-3,721	Closed	-$218K	–	2622
2024 Q4	$218K	Sell	3,721 -36,675	-91%	-$2.2M	﹤0.01%	1856
2024 Q3	$2.29M	Buy	+40,396	New	+$2.27M	0.04%	594
2023 Q4	–	Sell	-14,969	Closed	-$634K	–	2298
2023 Q3	$634K	Sell	14,969 -14,428	-49%	-$598K	0.02%	947
2023 Q2	$1.17M	Sell	29,397 -137,094	-82%	-$5.39M	0.04%	603
2023 Q1	$6.91M	Buy	166,491 +118,483	+247%	+$5.3M	0.29%	60
2022 Q4	$2.32M	Buy	+48,008	New	+$2.32M	0.14%	148
2022 Q3	–	Sell	-14,087	Closed	-$641K	–	2129
2022 Q2	$641K	Sell	14,087 -15,795	-53%	-$718K	0.02%	972
2022 Q1	$1.33M	Buy	29,882 +4,146	+16%	+$165K	0.05%	501
2021 Q4	$942K	Buy	25,736 +15,933	+163%	+$565K	0.04%	654
2021 Q3	$319K	Sell	9,803 -5,515	-36%	-$182K	0.02%	1153
2021 Q2	$507K	Buy	+15,318	New	+$530K	0.03%	819
2021 Q1	–	Sell	-73,429	Closed	-$2.17M	–	2163
2020 Q4	$2.17M	Buy	+73,429	New	+$2.12M	0.09%	315
2020 Q3	–	Sell	-17,316	Closed	-$441K	–	2015
2020 Q2	$441K	Sell	17,316 -1,413	-8%	-$34.7K	0.02%	1012
2020 Q1	$434K	Sell	18,729 -47,471	-72%	-$1.41M	0.03%	851
2019 Q4	$2.03M	Buy	+66,200	New	+$2.04M	0.09%	344
2018 Q2	–	Sell	-102,519	Closed	-$2.21M	–	1200
2018 Q1	$2.21M	Buy	+102,519	New	+$2.14M	0.15%	250
2015 Q3	–	Sell	-50,558	Closed	-$778K	–	985
2015 Q2	$778K	Buy	+50,558	New	+$753K	0.08%	488

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Engineers Gate Manager's WRB Position: Q2 2026 in Review

Engineers Gate Manager increased its W.R. Berkley (WRB) stake by 164% in Q2 2026, buying an estimated $491K and bringing the position to 11,782 shares worth $831K. The position accounts for 0.01% of the portfolio, ranked #1198.

Engineers Gate Manager first reported a position in WRB in Q2 2015 and has held it in 19 quarters since. The position peaked at $6.91M in Q1 2023. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Engineers Gate Manager held 11,782 shares of W.R. Berkley worth $831K as of Q2 2026.
Engineers Gate Manager bought 7,324 W.R. Berkley shares in Q2 2026, an estimated $491K.
W.R. Berkley made up 0.01% of Engineers Gate Manager's portfolio in Q2 2026, its #1198 holding.
Engineers Gate Manager first reported a position in W.R. Berkley in Q2 2015 and has held it in 19 quarters since.
Engineers Gate Manager's W.R. Berkley position peaked at $6.91M in Q1 2023.
948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Engineers Gate Manager's 13F filing for Q2 2026, filed 14 Aug 2026.