Ingalls & Snyder LLC’s W.R. Berkley WRB Stock Holding History

Ingalls & Snyder LLC’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	$307K	Sell	4,356 -3	-0.1%	-$201	0.01%	374
2026 Q1	$289K	Hold	4,359	–	–	0.01%	375
2025 Q4	$306K	Sell	4,359 -324	-7%	-$23.9K	0.01%	368
2025 Q3	$359K	Sell	4,683 -28	-0.6%	-$1.99K	0.01%	350
2025 Q2	$346K	Sell	4,711 -8	-0.2%	-$573	0.01%	345
2025 Q1	$336K	Sell	4,719 -59	-1%	-$3.62K	0.01%	345
2024 Q4	$280K	Sell	4,778 -33	-0.7%	-$1.98K	0.01%	373
2024 Q3	$273K	Sell	4,811 -10	-0.2%	-$561	0.01%	380
2024 Q2	$253K	Hold	4,821	–	–	0.01%	363
2024 Q1	$284K	Hold	4,821	–	–	0.01%	359
2023 Q4	$227K	Hold	4,821	–	–	0.01%	386
2023 Q3	$204K	Buy	+4,821	New	+$200K	0.01%	394
2023 Q2	–	Sell	-4,865	Closed	-$202K	–	451
2023 Q1	$202K	Sell	4,865 -124	-2%	-$5.55K	0.01%	393
2022 Q4	$241K	Hold	4,989	–	–	0.01%	376
2022 Q3	$215K	Hold	4,989	–	–	0.01%	383
2022 Q2	$227K	Hold	4,989	–	–	0.01%	390
2022 Q1	$221K	Buy	+4,989	New	+$199K	0.01%	426

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

Ingalls & Snyder LLC's WRB Position: Q2 2026 in Review

Ingalls & Snyder LLC reduced its W.R. Berkley (WRB) stake by 0.07% in Q2 2026, selling an estimated $201 and leaving 4,356 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #374.

Ingalls & Snyder LLC first reported a position in WRB in Q1 2022 and has held it in 17 quarters since. The position peaked at $359K in Q3 2025. 949 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Ingalls & Snyder LLC held 4,356 shares of W.R. Berkley worth $307K as of Q2 2026.
Ingalls & Snyder LLC sold 3 W.R. Berkley shares in Q2 2026, an estimated $201.
W.R. Berkley made up 0.01% of Ingalls & Snyder LLC's portfolio in Q2 2026, its #374 holding.
Ingalls & Snyder LLC first reported a position in W.R. Berkley in Q1 2022 and has held it in 17 quarters since.
Ingalls & Snyder LLC's W.R. Berkley position peaked at $359K in Q3 2025.
949 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Ingalls & Snyder LLC's 13F filing for Q2 2026, filed 14 Aug 2026.