JF
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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
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 $3.9B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

JSF Financial's WRB Position: Q1 2026 in Review

JSF Financial increased its W.R. Berkley (WRB) stake by 7.6% in Q1 2026, buying an estimated $90.5K and bringing the position to 18,525 shares worth $1.23M. The position accounts for 0.24% of the portfolio, ranked #58.

JSF Financial first reported a position in WRB in Q1 2022 and has held it in 5 quarters since. The position peaked at $1.33M in Q3 2025. 920 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • JSF Financial held 18,525 shares of W.R. Berkley worth $1.23M as of Q1 2026.
  • JSF Financial bought 1,314 W.R. Berkley shares in Q1 2026, an estimated $90.5K.
  • W.R. Berkley made up 0.24% of JSF Financial's portfolio in Q1 2026, its #58 holding.
  • JSF Financial first reported a position in W.R. Berkley in Q1 2022 and has held it in 5 quarters since.
  • JSF Financial's W.R. Berkley position peaked at $1.33M in Q3 2025.
  • 920 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.