EH
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Equitable Holdings’s W.R. Berkley WRB Stock Holding History

Equitable Holdings’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 		$770K Buy
10,911
+207
+2% +$13.9K ﹤0.01% 1110
2026
Q1 		$746K Sell
10,704
-241
-2% -$16.6K ﹤0.01% 1089
2025
Q4 		$767K Buy
10,945
+2,495
+30% +$184K 0.01% 950
2025
Q3 		$647K Buy
8,450
+1,190
+16% +$84.7K ﹤0.01% 995
2025
Q2 		$533K Buy
7,260
+105
+1% +$7.53K ﹤0.01% 983
2025
Q1 		$509K Buy
7,155
+449
+7% +$27.5K ﹤0.01% 912
2024
Q4 		$392K Buy
6,706
+2,622
+64% +$157K ﹤0.01% 951
2024
Q3 		$232K Buy
+4,084
New +$229K ﹤0.01% 1134

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

Equitable Holdings's WRB Position: Q2 2026 in Review

Equitable Holdings increased its W.R. Berkley (WRB) stake by 1.9% in Q2 2026, buying an estimated $13.9K and bringing the position to 10,911 shares worth $770K. The position accounts for ﹤0.01% of the portfolio, ranked #1110.

Equitable Holdings first reported a position in WRB in Q3 2024 and has held it in 8 quarters since. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Equitable Holdings held 10,911 shares of W.R. Berkley worth $770K as of Q2 2026.
  • Equitable Holdings bought 207 W.R. Berkley shares in Q2 2026, an estimated $13.9K.
  • W.R. Berkley made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1110 holding.
  • Equitable Holdings first reported a position in W.R. Berkley in Q3 2024 and has held it in 8 quarters since.
  • 948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.