FG
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Fairman Group’s W.R. Berkley WRB Stock Holding History

Fairman Group’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 		$4.22M Buy
59,344
+6,220
+12% +$417K 3.32% 6
2026
Q1 		$3.52M Hold
53,124
– – 3.01% 6
2025
Q4 		$3.73M Buy
53,124
+37
+0.1% +$2.73K 2.98% 6
2025
Q3 		$4.07M Hold
53,087
– – 3.28% 7
2025
Q2 		$3.9M Hold
53,087
– – 3.21% 7
2025
Q1 		$3.11M Hold
53,087
– – 2.85% 7
2024
Q4 		$3.11M Sell
53,087
-17,000
-24% -$1.02M 2.56% 7
2024
Q3 		$3.98M Sell
70,087
-1
-0% -$56 3.59% 7
2024
Q2 		$3.67M Hold
70,088
– – 3.73% 6
2024
Q1 		$4.13M Sell
70,088
-1,590
-2% -$86K 3.9% 6
2023
Q4 		$3.38M Buy
+71,678
New +$3.27M 3.23% 6

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

Fairman Group's WRB Position: Q2 2026 in Review

Fairman Group increased its W.R. Berkley (WRB) stake by 12% in Q2 2026, buying an estimated $417K and bringing the position to 59,344 shares worth $4.22M. The position accounts for 3.32% of the portfolio, ranked #6.

Fairman Group first reported a position in WRB in Q4 2023 and has held it in 11 quarters since. 949 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Fairman Group held 59,344 shares of W.R. Berkley worth $4.22M as of Q2 2026.
  • Fairman Group bought 6,220 W.R. Berkley shares in Q2 2026, an estimated $417K.
  • W.R. Berkley made up 3.32% of Fairman Group's portfolio in Q2 2026, its #6 holding.
  • Fairman Group first reported a position in W.R. Berkley in Q4 2023 and has held it in 11 quarters since.
  • 949 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Fairman Group's 13F filing for Q2 2026, filed 4 Aug 2026.