II
WRB icon

Inspire Investing’s W.R. Berkley WRB Stock Holding History

Inspire Investing’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 		$1.71M Buy
24,286
+3,075
+14% +$206K 0.07% 299
2026
Q1 		$1.41M Buy
21,211
+16,553
+355% +$1.14M 0.08% 296
2025
Q4 		$327K Buy
4,658
+614
+15% +$45.2K 0.03% 778
2025
Q3 		$310K Sell
4,044
-11,501
-74% -$819K 0.03% 769
2025
Q2 		$1.14M Buy
15,545
+11,178
+256% +$801K 0.12% 184
2025
Q1 		$311K Sell
4,367
-14,165
-76% -$868K 0.04% 775
2024
Q4 		$1.08M Sell
18,532
-1,389
-7% -$83.2K 0.12% 192
2024
Q3 		$1.13M Sell
19,921
-3,128
-14% -$176K 0.12% 191
2024
Q2 		$1.21M Sell
23,049
-3,894
-14% -$209K 0.14% 176
2024
Q1 		$1.59M Sell
26,943
-5,208
-16% -$282K 0.16% 153
2023
Q4 		$1.52M Buy
32,151
+652
+2% +$29.7K 0.17% 153
2023
Q3 		$1.33M Sell
31,499
-3,243
-9% -$134K 0.17% 154
2023
Q2 		$1.38M Buy
34,742
+25,724
+285% +$1.01M 0.17% 139
2023
Q1 		$374K Buy
9,018
+1,932
+27% +$86.4K 0.05% 325
2022
Q4 		$343K Buy
7,086
+286
+4% +$13.8K 0.04% 273
2022
Q3 		$293K Buy
+6,800
New +$295K 0.04% 256

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

Inspire Investing's WRB Position: Q2 2026 in Review

Inspire Investing increased its W.R. Berkley (WRB) stake by 14% in Q2 2026, buying an estimated $206K and bringing the position to 24,286 shares worth $1.71M. The position accounts for 0.07% of the portfolio, ranked #299.

Inspire Investing first reported a position in WRB in Q3 2022 and has held it in 16 quarters since. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Inspire Investing held 24,286 shares of W.R. Berkley worth $1.71M as of Q2 2026.
  • Inspire Investing bought 3,075 W.R. Berkley shares in Q2 2026, an estimated $206K.
  • W.R. Berkley made up 0.07% of Inspire Investing's portfolio in Q2 2026, its #299 holding.
  • Inspire Investing first reported a position in W.R. Berkley in Q3 2022 and has held it in 16 quarters since.
  • 953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.