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J. M. Brown & Associates’s W.R. Berkley WRB Stock Holding History

J. M. Brown & Associates’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 		$374K Buy
+5,301
New +$355K 0.21% 124

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

J. M. Brown & Associates's WRB Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in W.R. Berkley (WRB) in Q2 2026: 5,301 shares worth $374K. The stake represents 0.21% of the portfolio and ranks #124 among its holdings.

906 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • J. M. Brown & Associates held 5,301 shares of W.R. Berkley worth $374K as of Q2 2026.
  • W.R. Berkley was a new J. M. Brown & Associates position in Q2 2026.
  • W.R. Berkley made up 0.21% of J. M. Brown & Associates's portfolio in Q2 2026, its #124 holding.
  • 906 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.