J.M. Arbour
WRB icon

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
Q3 		$906K Sell
13,416
-255
-2% -$18K 0.73% 49
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

Mitsui Sumitomo Insurance
Mitsui Sumitomo Insurance Tokyo, Japan $3.97B AUM 11.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

J.M. Arbour's WRB Position: Q3 2026 in Review

J.M. Arbour reduced its W.R. Berkley (WRB) stake by 1.9% in Q3 2026, selling an estimated $18K and leaving 13,416 shares worth $906K. The position accounts for 0.73% of the portfolio, ranked #49.

J.M. Arbour first reported a position in WRB in Q4 2025 and has held it in 4 quarters since. The position peaked at $964K in Q2 2026. 806 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • J.M. Arbour held 13,416 shares of W.R. Berkley worth $906K as of Q3 2026.
  • J.M. Arbour sold 255 W.R. Berkley shares in Q3 2026, an estimated $18K.
  • W.R. Berkley made up 0.73% of J.M. Arbour's portfolio in Q3 2026, its #49 holding.
  • J.M. Arbour first reported a position in W.R. Berkley in Q4 2025 and has held it in 4 quarters since.
  • J.M. Arbour's W.R. Berkley position peaked at $964K in Q2 2026.
  • 806 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on J.M. Arbour's 13F filing for Q3 2026, filed 5 Nov 2026.