INVST’s W.R. Berkley WRB Stock Holding History

INVST’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 Q1	–	Sell	-17,678	Closed	-$1.24M	–	394
2025 Q4	$1.24M	Sell	17,678 -209	-1%	-$15.4K	0.13%	129
2025 Q3	$1.37M	Buy	17,887 +61	+0.3%	+$4.34K	0.16%	113
2025 Q2	$1.31M	Buy	17,826 +496	+3%	+$35.6K	0.16%	106
2025 Q1	$1.23M	Buy	+17,330	New	+$1.06M	0.17%	106

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

INVST's WRB Position: Q1 2026 in Review

INVST sold out of W.R. Berkley (WRB) in Q1 2026, closing a stake of 17,678 shares — an estimated $1.24M sold.

INVST first reported a position in WRB in Q1 2025 and held it in 4 quarters. The position peaked at $1.37M in Q3 2025. 926 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

INVST reported no remaining W.R. Berkley position as of Q1 2026 after selling out during the quarter.
INVST sold 17,678 W.R. Berkley shares in Q1 2026, an estimated $1.24M.
INVST first reported a position in W.R. Berkley in Q1 2025 and held it in 4 quarters.
INVST's W.R. Berkley position peaked at $1.37M in Q3 2025.
926 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.