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iSAM Funds (UK)’s W.R. Berkley WRB Stock Holding History

iSAM Funds (UK)’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 		$1.02M Buy
+14,500
New +$972K 0.72% 30
2025
Q3 		– Sell
-13,137
Closed -$965K – 838
2025
Q2 		$965K Sell
13,137
-9,722
-43% -$697K 0.21% 162
2025
Q1 		$1.63M Buy
22,859
+17,579
+333% +$1.08M 0.8% 22
2024
Q4 		$309K Buy
5,280
+1,274
+32% +$76.3K 0.23% 179
2024
Q3 		$227K Buy
+4,006
New +$225K 0.13% 253

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 $3.37T AUM 44.26% 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

iSAM Funds (UK)'s WRB Position: Q2 2026 in Review

iSAM Funds (UK) opened a new position in W.R. Berkley (WRB) in Q2 2026: 14,500 shares worth $1.02M. The stake represents 0.72% of the portfolio and ranks #30 among its holdings. This is a return to the name: iSAM Funds (UK) previously reported a position in WRB as recently as Q2 2025.

iSAM Funds (UK) first reported a position in WRB in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.63M in Q1 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • iSAM Funds (UK) held 14,500 shares of W.R. Berkley worth $1.02M as of Q2 2026.
  • W.R. Berkley was a new iSAM Funds (UK) position in Q2 2026.
  • W.R. Berkley made up 0.72% of iSAM Funds (UK)'s portfolio in Q2 2026, its #30 holding.
  • iSAM Funds (UK) first reported a position in W.R. Berkley in Q3 2024 and has held it in 5 quarters since.
  • iSAM Funds (UK)'s W.R. Berkley position peaked at $1.63M in Q1 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on iSAM Funds (UK)'s 13F filing for Q2 2026, filed 12 Aug 2026.