GI
WRB icon

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
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

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

GAMMA Investing's WRB Position: Q2 2026 in Review

GAMMA Investing increased its W.R. Berkley (WRB) stake by 12% in Q2 2026, buying an estimated $86K and bringing the position to 12,186 shares worth $859K. The position accounts for 0.03% of the portfolio, ranked #443.

GAMMA Investing first reported a position in WRB in Q4 2023 and has held it in 11 quarters since. The position peaked at $933K in Q3 2025. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • GAMMA Investing held 12,186 shares of W.R. Berkley worth $859K as of Q2 2026.
  • GAMMA Investing bought 1,284 W.R. Berkley shares in Q2 2026, an estimated $86K.
  • W.R. Berkley made up 0.03% of GAMMA Investing's portfolio in Q2 2026, its #443 holding.
  • GAMMA Investing first reported a position in W.R. Berkley in Q4 2023 and has held it in 11 quarters since.
  • GAMMA Investing's W.R. Berkley position peaked at $933K in Q3 2025.
  • 948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.