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Fountainhead AM’s W.R. Berkley WRB Stock Holding History

Fountainhead AM’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 		$45.1K Buy
640
+606
+1,782% +$40.6K 0.03% 160
2026
Q1 		$2.25K Buy
+34
New +$2.34K ﹤0.01% 206
2025
Q4 		– Sell
-9,866
Closed -$756K – 243
2025
Q3 		$756K Buy
+9,866
New +$702K 0.1% 84

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

Fountainhead AM's WRB Position: Q2 2026 in Review

Fountainhead AM increased its W.R. Berkley (WRB) stake by 1,782% in Q2 2026, buying an estimated $40.6K and bringing the position to 640 shares worth $45.1K. The position accounts for 0.03% of the portfolio, ranked #160.

Fountainhead AM first reported a position in WRB in Q3 2025 and has held it in 3 quarters since. The position peaked at $756K in Q3 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Fountainhead AM held 640 shares of W.R. Berkley worth $45.1K as of Q2 2026.
  • Fountainhead AM bought 606 W.R. Berkley shares in Q2 2026, an estimated $40.6K.
  • W.R. Berkley made up 0.03% of Fountainhead AM's portfolio in Q2 2026, its #160 holding.
  • Fountainhead AM first reported a position in W.R. Berkley in Q3 2025 and has held it in 3 quarters since.
  • Fountainhead AM's W.R. Berkley position peaked at $756K in Q3 2025.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.