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INTECH Investment Management’s W.R. Berkley WRB Stock Holding History

INTECH 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 		$3.07M Sell
43,515
-18,825
-30% -$1.26M 0.03% 542
2026
Q1 		$4.13M Sell
62,340
-16,696
-21% -$1.15M 0.04% 382
2025
Q4 		$5.54M Sell
79,036
-47,970
-38% -$3.54M 0.05% 333
2025
Q3 		$9.73M Sell
127,006
-24,413
-16% -$1.74M 0.09% 201
2025
Q2 		$11.1M Buy
151,419
+6,567
+5% +$471K 0.1% 161
2025
Q1 		$10.3M Sell
144,852
-76,756
-35% -$4.7M 0.11% 156
2024
Q4 		$13M Sell
221,608
-13,208
-6% -$791K 0.13% 131
2024
Q3 		$13.3M Buy
234,816
+44,391
+23% +$2.49M 0.15% 126
2024
Q2 		$9.98M Buy
190,425
+43,801
+30% +$2.35M 0.12% 151
2024
Q1 		$8.64M Buy
146,624
+20,826
+17% +$1.13M 0.12% 154
2023
Q4 		$5.93M Sell
125,798
-48,745
-28% -$2.22M 0.09% 219
2023
Q3 		$7.39M Sell
174,543
-24,921
-12% -$1.03M 0.11% 201
2023
Q2 		$7.92M Sell
199,464
-185,664
-48% -$7.3M 0.08% 228
2023
Q1 		$16M Buy
385,128
+8,179
+2% +$366K 0.13% 216
2022
Q4 		$18.2M Buy
376,949
+282,986
+301% +$13.6M 0.14% 203
2022
Q3 		$4.05M Buy
93,963
+63,952
+213% +$2.78M 0.03% 379
2022
Q2 		$1.36M Buy
+30,011
New +$1.36M 0.01% 492

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

INTECH Investment Management's WRB Position: Q2 2026 in Review

INTECH Investment Management reduced its W.R. Berkley (WRB) stake by 30% in Q2 2026, selling an estimated $1.26M and leaving 43,515 shares worth $3.07M. The position accounts for 0.03% of the portfolio, ranked #542.

INTECH Investment Management first reported a position in WRB in Q2 2022 and has held it in 17 quarters since. The position peaked at $18.2M in Q4 2022. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • INTECH Investment Management held 43,515 shares of W.R. Berkley worth $3.07M as of Q2 2026.
  • INTECH Investment Management sold 18,825 W.R. Berkley shares in Q2 2026, an estimated $1.26M.
  • W.R. Berkley made up 0.03% of INTECH Investment Management's portfolio in Q2 2026, its #542 holding.
  • INTECH Investment Management first reported a position in W.R. Berkley in Q2 2022 and has held it in 17 quarters since.
  • INTECH Investment Management's W.R. Berkley position peaked at $18.2M in Q4 2022.
  • 953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.