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Harbour Investments’s W.R. Berkley WRB Stock Holding History

Harbour Investments’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 		$59K Sell
837
-14
-2% -$938 ﹤0.01% 2320
2026
Q1 		$56.4K Sell
851
-2,725
-76% -$188K ﹤0.01% 2276
2025
Q4 		$251K Sell
3,576
-29
-0.8% -$2.14K 0.01% 1172
2025
Q3 		$276K Sell
3,605
-2,692
-43% -$192K 0.01% 1100
2025
Q2 		$463K Buy
6,297
+1,737
+38% +$125K 0.01% 802
2025
Q1 		$324K Buy
4,560
+971
+27% +$59.5K 0.01% 884
2024
Q4 		$210K Buy
3,589
+7
+0.2% +$419 0.01% 1016
2024
Q3 		$203K Sell
3,582
-3,690
-51% -$207K 0.01% 1015
2024
Q2 		$381K Sell
7,272
-896
-11% -$48K 0.01% 707
2024
Q1 		$482K Buy
8,168
+386
+5% +$20.9K 0.02% 605
2023
Q4 		$367K Buy
7,782
+1,453
+23% +$66.2K 0.02% 643
2023
Q3 		$268K Buy
6,329
+6,065
+2,297% +$251K 0.01% 699
2023
Q2 		$10.5K Hold
264
– – ﹤0.01% 2003
2023
Q1 		$11K Hold
264
– – ﹤0.01% 1970
2022
Q4 		$12.8K Buy
264
+18
+7% +$868 ﹤0.01% 1852
2022
Q3 		$11K Hold
246
– – ﹤0.01% 1905
2022
Q2 		$11K Buy
+246
New +$11.2K ﹤0.01% 1905
2021
Q4 		$17K Sell
468
-1,656
-78% -$58.7K ﹤0.01% 1742
2021
Q3 		$69K Buy
2,124
+211
+11% +$6.96K ﹤0.01% 1577
2021
Q2 		$63K Sell
1,913
-207
-10% -$7.17K ﹤0.01% 1679
2021
Q1 		$71K Buy
+2,120
New +$65.4K ﹤0.01% 1484

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

Harbour Investments's WRB Position: Q2 2026 in Review

Harbour Investments reduced its W.R. Berkley (WRB) stake by 1.6% in Q2 2026, selling an estimated $938 and leaving 837 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #2320.

Harbour Investments first reported a position in WRB in Q1 2021 and has held it in 21 quarters since. The position peaked at $482K in Q1 2024. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Harbour Investments held 837 shares of W.R. Berkley worth $59K as of Q2 2026.
  • Harbour Investments sold 14 W.R. Berkley shares in Q2 2026, an estimated $938.
  • W.R. Berkley made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2320 holding.
  • Harbour Investments first reported a position in W.R. Berkley in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's W.R. Berkley position peaked at $482K in Q1 2024.
  • 953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.