Griffin Asset Management’s W.R. Berkley WRB Stock Holding History

Griffin Asset 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	$3.58M	Sell	50,725 -1,000	-2%	-$67K	0.38%	65
2026 Q1	$3.43M	Hold	51,725	–	–	0.39%	72
2025 Q4	$3.63M	Hold	51,725	–	–	0.39%	65
2025 Q3	$3.96M	Hold	51,725	–	–	0.45%	63
2025 Q2	$3.8M	Sell	51,725 -1,493	-3%	-$107K	0.45%	63
2025 Q1	$3.79M	Hold	53,218	–	–	0.46%	61
2024 Q4	$3.11M	Hold	53,218	–	–	0.37%	71
2024 Q3	$3.02M	Sell	53,218 -1	-0%	-$56	0.34%	72
2024 Q2	$2.79M	Hold	53,219	–	–	0.32%	72
2024 Q1	$3.14M	Hold	53,219	–	–	0.37%	69
2023 Q4	$2.51M	Hold	53,219	–	–	0.32%	81
2023 Q3	$2.25M	Hold	53,219	–	–	0.32%	80
2023 Q2	$2.11M	Hold	53,219	–	–	0.29%	85
2023 Q1	$2.21M	Hold	53,219	–	–	0.31%	78
2022 Q4	$2.57M	Hold	53,219	–	–	0.39%	73
2022 Q3	$2.29M	Hold	53,219	–	–	0.38%	71
2022 Q2	$2.42M	Hold	53,219	–	–	0.39%	70
2022 Q1	$2.36M	Buy	+53,219	New	+$2.12M	0.31%	83
2019 Q4	–	Sell	-6,383	Closed	-$205K	–	237
2019 Q3	$205K	Buy	6,383 +58	+0.9%	+$1.81K	0.03%	212
2019 Q2	$185K	Buy	+6,325	New	+$173K	0.02%	252

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

Griffin Asset Management's WRB Position: Q2 2026 in Review

Griffin Asset Management reduced its W.R. Berkley (WRB) stake by 1.9% in Q2 2026, selling an estimated $67K and leaving 50,725 shares worth $3.58M. The position accounts for 0.38% of the portfolio, ranked #65.

Griffin Asset Management first reported a position in WRB in Q2 2019 and has held it in 20 quarters since. The position peaked at $3.96M in Q3 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Griffin Asset Management held 50,725 shares of W.R. Berkley worth $3.58M as of Q2 2026.
Griffin Asset Management sold 1,000 W.R. Berkley shares in Q2 2026, an estimated $67K.
W.R. Berkley made up 0.38% of Griffin Asset Management's portfolio in Q2 2026, its #65 holding.
Griffin Asset Management first reported a position in W.R. Berkley in Q2 2019 and has held it in 20 quarters since.
Griffin Asset Management's W.R. Berkley position peaked at $3.96M in Q3 2025.
946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Griffin Asset Management's 13F filing for Q2 2026, filed 23 Jul 2026.