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FWL Investment Management’s W.R. Berkley WRB Stock Holding History

FWL Investment 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 		$74.1K Sell
1,050
-75
-7% -$5.03K 0.01% 172
2026
Q1 		$74.6K Sell
1,125
-250
-18% -$17.2K 0.02% 144
2025
Q4 		$96.4K Hold
1,375
– – 0.02% 119
2025
Q3 		$105K Hold
1,375
– – 0.03% 109
2025
Q2 		$101K Sell
1,375
-100
-7% -$7.17K 0.03% 115
2025
Q1 		$105K Sell
1,475
-1,216
-45% -$74.5K 0.04% 111
2024
Q4 		$157K Buy
+2,691
New +$161K 0.06% 91

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

FWL Investment Management's WRB Position: Q2 2026 in Review

FWL Investment Management reduced its W.R. Berkley (WRB) stake by 6.7% in Q2 2026, selling an estimated $5.03K and leaving 1,050 shares worth $74.1K. The position accounts for 0.01% of the portfolio, ranked #172.

FWL Investment Management first reported a position in WRB in Q4 2024 and has held it in 7 quarters since. The position peaked at $157K in Q4 2024. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • FWL Investment Management held 1,050 shares of W.R. Berkley worth $74.1K as of Q2 2026.
  • FWL Investment Management sold 75 W.R. Berkley shares in Q2 2026, an estimated $5.03K.
  • W.R. Berkley made up 0.01% of FWL Investment Management's portfolio in Q2 2026, its #172 holding.
  • FWL Investment Management first reported a position in W.R. Berkley in Q4 2024 and has held it in 7 quarters since.
  • FWL Investment Management's W.R. Berkley position peaked at $157K in Q4 2024.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.