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Gateway Investment Advisers’s W.R. Berkley WRB Stock Holding History

Gateway Investment Advisers’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 		$1.08M Sell
15,316
-1,221
-7% -$81.8K 0.01% 421
2026
Q1 		$1.1M Sell
16,537
-75,117
-82% -$5.17M 0.01% 325
2025
Q4 		$6.43M Buy
91,654
+550
+0.6% +$40.5K 0.06% 176
2025
Q3 		$6.98M Buy
91,104
+486
+0.5% +$34.6K 0.07% 162
2025
Q2 		$6.66M Sell
90,618
-16,442
-15% -$1.18M 0.07% 165
2025
Q1 		$7.62M Buy
107,060
+20
+0% +$1.23K 0.09% 154
2024
Q4 		$6.26M Sell
107,040
-2,376
-2% -$142K 0.07% 161
2024
Q3 		$6.21M Sell
109,416
-2
-0% -$112 0.07% 181
2024
Q2 		$5.73M Hold
109,418
– – 0.06% 181
2024
Q1 		$6.45M Sell
109,418
-16,188
-13% -$876K 0.07% 190
2023
Q4 		$5.92M Sell
125,606
-198
-0.2% -$9.03K 0.07% 197
2023
Q3 		$5.32M Sell
125,804
-28
-0% -$1.16K 0.07% 201
2023
Q2 		$5M Sell
125,832
-8,897
-7% -$350K 0.06% 208
2023
Q1 		$5.59M Buy
134,729
+18,789
+16% +$841K 0.07% 208
2022
Q4 		$5.61M Sell
115,940
-1,014
-0.9% -$48.9K 0.07% 207
2022
Q3 		$5.04M Sell
116,954
-823
-0.7% -$35.7K 0.06% 218
2022
Q2 		$5.36M Buy
117,777
+174
+0.1% +$7.91K 0.06% 227
2022
Q1 		$5.22M Buy
117,603
+3,899
+3% +$155K 0.05% 234
2021
Q4 		$4.16M Buy
113,704
+2,120
+2% +$75.2K 0.04% 249
2021
Q3 		$3.63M Hold
111,584
– – 0.04% 265
2021
Q2 		$3.69M Sell
111,584
-923
-0.8% -$32K 0.04% 268
2021
Q1 		$3.77M Hold
112,507
– – 0.04% 261
2020
Q4 		$3.32M Sell
112,507
-335
-0.3% -$9.66K 0.04% 278
2020
Q3 		$3.07M Sell
112,842
-63
-0.1% -$1.73K 0.04% 272
2020
Q2 		$2.88M Sell
112,905
-313
-0.3% -$7.68K 0.03% 281
2020
Q1 		$2.63M Buy
113,218
+100,040
+759% +$2.98M 0.03% 286
2019
Q4 		$405K Buy
13,178
+2,542
+24% +$78.5K ﹤0.01% 460
2019
Q3 		$341K Hold
10,636
– – ﹤0.01% 493
2019
Q2 		$312K Buy
+10,636
New +$291K ﹤0.01% 627

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 $3.38T AUM 44.17% 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

Gateway Investment Advisers's WRB Position: Q2 2026 in Review

Gateway Investment Advisers reduced its W.R. Berkley (WRB) stake by 7.4% in Q2 2026, selling an estimated $81.8K and leaving 15,316 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #421.

Gateway Investment Advisers first reported a position in WRB in Q2 2019 and has held it in 29 quarters since. The position peaked at $7.62M in Q1 2025. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Gateway Investment Advisers held 15,316 shares of W.R. Berkley worth $1.08M as of Q2 2026.
  • Gateway Investment Advisers sold 1,221 W.R. Berkley shares in Q2 2026, an estimated $81.8K.
  • W.R. Berkley made up 0.01% of Gateway Investment Advisers's portfolio in Q2 2026, its #421 holding.
  • Gateway Investment Advisers first reported a position in W.R. Berkley in Q2 2019 and has held it in 29 quarters since.
  • Gateway Investment Advisers's W.R. Berkley position peaked at $7.62M in Q1 2025.
  • 953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Gateway Investment Advisers's 13F filing for Q2 2026, filed 20 Jul 2026.