Gallacher Capital Management’s W.R. Berkley WRB Stock Holding History

Gallacher Capital 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	–	Sell	-5,128	Closed	-$340K	–	358
2026 Q1	$340K	Buy	+5,128	New	+$353K	0.13%	208
2025 Q3	–	Sell	-4,392	Closed	-$323K	–	356
2025 Q2	$323K	Buy	+4,392	New	+$315K	0.15%	198
2025 Q1	–	Sell	-3,911	Closed	-$229K	–	352
2024 Q4	$229K	Sell	3,911 -1,831	-32%	-$110K	0.11%	251
2024 Q3	$326K	Buy	+5,742	New	+$322K	0.15%	186
2024 Q1	–	Sell	-9,608	Closed	-$453K	–	316
2023 Q4	$453K	Buy	9,608 +4,482	+87%	+$204K	0.25%	84
2023 Q3	$217K	Sell	5,126 -4,188	-45%	-$173K	0.14%	206
2023 Q2	$370K	Buy	+9,314	New	+$366K	0.21%	129

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Gallacher Capital Management's WRB Position: Q2 2026 in Review

Gallacher Capital Management sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 5,128 shares — an estimated $340K sold.

Gallacher Capital Management first reported a position in WRB in Q2 2023 and held it in 7 quarters. The position peaked at $453K in Q4 2023. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Gallacher Capital Management reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
Gallacher Capital Management sold 5,128 W.R. Berkley shares in Q2 2026, an estimated $340K.
Gallacher Capital Management first reported a position in W.R. Berkley in Q2 2023 and held it in 7 quarters.
Gallacher Capital Management's W.R. Berkley position peaked at $453K in Q4 2023.
946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Gallacher Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.