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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
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 $3.9B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

J.M. Arbour's WRB Position: Q1 2026 in Review

J.M. Arbour increased its W.R. Berkley (WRB) stake by 3.1% in Q1 2026, buying an estimated $23.4K and bringing the position to 11,482 shares worth $761K. The position accounts for 0.73% of the portfolio, ranked #46.

J.M. Arbour first reported a position in WRB in Q4 2025 and has held it in 2 quarters since. The position peaked at $781K in Q4 2025. 922 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • J.M. Arbour held 11,482 shares of W.R. Berkley worth $761K as of Q1 2026.
  • J.M. Arbour bought 340 W.R. Berkley shares in Q1 2026, an estimated $23.4K.
  • W.R. Berkley made up 0.73% of J.M. Arbour's portfolio in Q1 2026, its #46 holding.
  • J.M. Arbour first reported a position in W.R. Berkley in Q4 2025 and has held it in 2 quarters since.
  • J.M. Arbour's W.R. Berkley position peaked at $781K in Q4 2025.
  • 922 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on J.M. Arbour's 13F filing for Q1 2026, filed 21 Apr 2026.