GW&K Investment Management’s W.R. Berkley WRB Stock Holding History

GW&K Investment 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	$12K	Buy	165 +42	+34%	+$2.81K	﹤0.01%	881
2026 Q1	$8K	Sell	123 -2	-2%	-$138	﹤0.01%	905
2025 Q4	$9K	Hold	125	–	–	﹤0.01%	877
2025 Q3	$10K	Hold	125	–	–	﹤0.01%	866
2025 Q2	$9K	Hold	125	–	–	﹤0.01%	868
2025 Q1	$9K	Buy	125 +49	+64%	+$3K	﹤0.01%	845
2024 Q4	$4K	Hold	76	–	–	﹤0.01%	892
2024 Q3	$4K	Buy	76 +10	+15%	+$561	﹤0.01%	879
2024 Q2	$3K	Buy	66 +42	+175%	+$2.25K	﹤0.01%	871
2024 Q1	$1K	Buy	24 +6	+33%	+$325	﹤0.01%	915
2023 Q4	$1K	Hold	18	–	–	﹤0.01%	923
2023 Q3	$1K	Hold	18	–	–	﹤0.01%	906
2023 Q2	$1K	Buy	+18	New	+$708	﹤0.01%	896
2022 Q3	–	Sell	-38	Closed	-$2K	–	826
2022 Q2	$2K	Buy	+38	New	+$1.73K	﹤0.01%	782

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

GW&K Investment Management's WRB Position: Q2 2026 in Review

GW&K Investment Management increased its W.R. Berkley (WRB) stake by 34% in Q2 2026, buying an estimated $2.81K and bringing the position to 165 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #881.

GW&K Investment Management first reported a position in WRB in Q2 2022 and has held it in 14 quarters since. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

GW&K Investment Management held 165 shares of W.R. Berkley worth $12K as of Q2 2026.
GW&K Investment Management bought 42 W.R. Berkley shares in Q2 2026, an estimated $2.81K.
W.R. Berkley made up ﹤0.01% of GW&K Investment Management's portfolio in Q2 2026, its #881 holding.
GW&K Investment Management first reported a position in W.R. Berkley in Q2 2022 and has held it in 14 quarters since.
946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.