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Erste Asset Management’s W.R. Berkley WRB Stock Holding History

Erste Asset Management’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 		$3.82M Sell
53,959
-18,384
-25% -$1.23M 0.03% 313
2026
Q1 		$4.77M Sell
72,343
-38,994
-35% -$2.69M 0.04% 275
2025
Q4 		$7.85M Buy
111,337
+33,618
+43% +$2.48M 0.07% 208
2025
Q3 		$5.91M Sell
77,719
-53,939
-41% -$3.84M 0.06% 227
2025
Q2 		$9.58M Buy
131,658
+19,264
+17% +$1.38M 0.08% 206
2025
Q1 		$7.91M Sell
112,394
-16,979
-13% -$1.04M 0.1% 187
2024
Q4 		$7.61M Buy
129,373
+14,023
+12% +$840K 0.09% 194
2024
Q3 		$6.54M Buy
115,350
+1,122
+1% +$63K 0.08% 212
2024
Q2 		$6.01M Buy
114,228
+5,550
+5% +$297K 0.08% 201
2024
Q1 		$6.38M Buy
108,678
+12,658
+13% +$685K 0.09% 205
2023
Q4 		$4.5M Buy
96,020
+92,420
+2,567% +$4.21M 0.07% 235
2023
Q3 		$156K Hold
3,600
– – ﹤0.01% 490
2023
Q2 		$142K Hold
3,600
– – ﹤0.01% 508
2023
Q1 		$149K Hold
3,600
– – ﹤0.01% 517
2022
Q4 		$176K Sell
3,600
-5,700
-61% -$275K ﹤0.01% 500
2022
Q3 		$404K Buy
9,300
+2,550
+38% +$111K 0.01% 440
2022
Q2 		$303K Hold
6,750
– – 0.01% 478
2022
Q1 		$302K Hold
6,750
– – 0.01% 479
2021
Q4 		$248K Sell
6,750
-11,430
-63% -$405K ﹤0.01% 483
2021
Q3 		$594K Buy
18,180
+10,755
+145% +$355K 0.01% 386
2021
Q2 		$245K Hold
7,425
– – ﹤0.01% 463
2021
Q1 		$252K Hold
7,425
– – 0.01% 439
2020
Q4 		$217K Sell
7,425
-12,825
-63% -$370K 0.01% 437
2020
Q3 		$549K Hold
20,250
– – 0.02% 346
2020
Q2 		$508K Hold
20,250
– – 0.02% 342
2020
Q1 		$491K Hold
20,250
– – 0.03% 308
2019
Q4 		$617K Hold
20,250
– – 0.03% 316
2019
Q3 		$645K Hold
20,250
– – 0.03% 302
2019
Q2 		$586K Hold
20,250
– – 0.03% 302
2019
Q1 		$508K Hold
20,250
– – 0.03% 315
2018
Q4 		$438K Buy
+20,250
New +$455K 0.03% 319

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

Erste Asset Management's WRB Position: Q2 2026 in Review

Erste Asset Management reduced its W.R. Berkley (WRB) stake by 25% in Q2 2026, selling an estimated $1.23M and leaving 53,959 shares worth $3.82M. The position accounts for 0.03% of the portfolio, ranked #313.

Erste Asset Management first reported a position in WRB in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.58M in Q2 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Erste Asset Management held 53,959 shares of W.R. Berkley worth $3.82M as of Q2 2026.
  • Erste Asset Management sold 18,384 W.R. Berkley shares in Q2 2026, an estimated $1.23M.
  • W.R. Berkley made up 0.03% of Erste Asset Management's portfolio in Q2 2026, its #313 holding.
  • Erste Asset Management first reported a position in W.R. Berkley in Q4 2018 and has held it in 31 quarters since.
  • Erste Asset Management's W.R. Berkley position peaked at $9.58M in Q2 2025.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Erste Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.