GI
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GAMMA Investing’s W.R. Berkley WRB Stock Holding History

GAMMA Investing’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
Q3 		$990K Buy
14,652
+2,466
+20% +$174K 0.03% 433
2026
Q2 		$859K Buy
12,186
+1,284
+12% +$86K 0.03% 443
2026
Q1 		$723K Sell
10,902
-1,452
-12% -$100K 0.03% 440
2025
Q4 		$866K Buy
12,354
+181
+1% +$13.3K 0.04% 362
2025
Q3 		$933K Buy
12,173
+954
+9% +$67.9K 0.05% 309
2025
Q2 		$824K Buy
11,219
+1,777
+19% +$127K 0.05% 320
2025
Q1 		$672K Buy
9,442
+1,815
+24% +$111K 0.05% 336
2024
Q4 		$446K Buy
7,627
+1,888
+33% +$113K 0.04% 393
2024
Q3 		$326K Buy
5,739
+1,732
+43% +$97.3K 0.03% 439
2024
Q2 		$210K Buy
4,007
+1,155
+40% +$61.9K 0.03% 486
2024
Q1 		$168K Buy
2,852
+537
+23% +$29K 0.03% 449
2023
Q4 		$126K Buy
+2,315
New +$106K 0.03% 447

Other funds holding WRB

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

GAMMA Investing's WRB Position: Q3 2026 in Review

GAMMA Investing increased its W.R. Berkley (WRB) stake by 20% in Q3 2026, buying an estimated $174K and bringing the position to 14,652 shares worth $990K. The position accounts for 0.03% of the portfolio, ranked #433.

GAMMA Investing first reported a position in WRB in Q4 2023 and has held it in 12 quarters since. 22 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • GAMMA Investing held 14,652 shares of W.R. Berkley worth $990K as of Q3 2026.
  • GAMMA Investing bought 2,466 W.R. Berkley shares in Q3 2026, an estimated $174K.
  • W.R. Berkley made up 0.03% of GAMMA Investing's portfolio in Q3 2026, its #433 holding.
  • GAMMA Investing first reported a position in W.R. Berkley in Q4 2023 and has held it in 12 quarters since.
  • 22 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.