EP
WRB icon

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

Essential 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 		$53.7K Buy
761
+703
+1,212% +$47.1K 0.02% 589
2026
Q1 		$3.84K Sell
58
-64
-52% -$4.41K ﹤0.01% 1709
2025
Q4 		$8.55K Sell
122
-45
-27% -$3.32K ﹤0.01% 1217
2025
Q3 		$12.8K Sell
167
-342
-67% -$24.3K ﹤0.01% 1068
2025
Q2 		$37.4K Buy
+509
New +$36.5K 0.01% 531

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 $3.38T AUM 44.17% 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

Essential Partners's WRB Position: Q2 2026 in Review

Essential Partners increased its W.R. Berkley (WRB) stake by 1,212% in Q2 2026, buying an estimated $47.1K and bringing the position to 761 shares worth $53.7K. The position accounts for 0.02% of the portfolio, ranked #589.

Essential Partners first reported a position in WRB in Q2 2025 and has held it in 5 quarters since. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Essential Partners held 761 shares of W.R. Berkley worth $53.7K as of Q2 2026.
  • Essential Partners bought 703 W.R. Berkley shares in Q2 2026, an estimated $47.1K.
  • W.R. Berkley made up 0.02% of Essential Partners's portfolio in Q2 2026, its #589 holding.
  • Essential Partners first reported a position in W.R. Berkley in Q2 2025 and has held it in 5 quarters since.
  • 953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.