JF
WRB icon

JSF Financial’s W.R. Berkley WRB Stock Holding History

JSF Financial’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 		– Sell
-18,525
Closed -$1.23M – 154
2026
Q1 		$1.23M Buy
18,525
+1,314
+8% +$90.5K 0.24% 58
2025
Q4 		$1.21M Sell
17,211
-108
-0.6% -$7.96K 0.25% 56
2025
Q3 		$1.33M Buy
+17,319
New +$1.23M 0.29% 45
2022
Q3 		– Sell
-11,906
Closed -$542K – 117
2022
Q2 		$542K Sell
11,906
-867
-7% -$39.4K 0.25% 55
2022
Q1 		$567K Buy
+12,773
New +$509K 0.24% 54

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

JSF Financial's WRB Position: Q2 2026 in Review

JSF Financial sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 18,525 shares — an estimated $1.23M sold.

JSF Financial first reported a position in WRB in Q1 2022 and held it in 5 quarters. The position peaked at $1.33M in Q3 2025. 950 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • JSF Financial reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
  • JSF Financial sold 18,525 W.R. Berkley shares in Q2 2026, an estimated $1.23M.
  • JSF Financial first reported a position in W.R. Berkley in Q1 2022 and held it in 5 quarters.
  • JSF Financial's W.R. Berkley position peaked at $1.33M in Q3 2025.
  • 950 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.