J.M. Arbour’s W.R. Berkley WRB Stock Holding History

J.M. Arbour’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	$964K	Buy	13,671 +2,189	+19%	+$147K	0.83%	38
2026 Q1	$761K	Buy	11,482 +340	+3%	+$23.4K	0.73%	46
2025 Q4	$781K	Buy	+11,142	New	+$821K	0.78%	42

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 $3.38T AUM 44.17% 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

J.M. Arbour's WRB Position: Q2 2026 in Review

J.M. Arbour increased its W.R. Berkley (WRB) stake by 19% in Q2 2026, buying an estimated $147K and bringing the position to 13,671 shares worth $964K. The position accounts for 0.83% of the portfolio, ranked #38.

J.M. Arbour first reported a position in WRB in Q4 2025 and has held it in 3 quarters since. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

J.M. Arbour held 13,671 shares of W.R. Berkley worth $964K as of Q2 2026.
J.M. Arbour bought 2,189 W.R. Berkley shares in Q2 2026, an estimated $147K.
W.R. Berkley made up 0.83% of J.M. Arbour's portfolio in Q2 2026, its #38 holding.
J.M. Arbour first reported a position in W.R. Berkley in Q4 2025 and has held it in 3 quarters since.
953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on J.M. Arbour's 13F filing for Q2 2026, filed 14 Aug 2026.