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JT Stratford LLC’s W.R. Berkley WRB Stock Holding History

JT Stratford LLC’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 		– Sell
-8,519
Closed -$597K – 331
2025
Q4 		$597K Sell
8,519
-4,476
-34% -$330K 0.08% 201
2025
Q3 		$996K Sell
12,995
-8,762
-40% -$624K 0.13% 147
2025
Q2 		$1.6M Sell
21,757
-2,234
-9% -$160K 0.24% 90
2025
Q1 		$1.71M Sell
23,991
-2,029
-8% -$124K 0.3% 80
2024
Q4 		$1.52M Buy
26,020
+1,226
+5% +$73.4K 0.25% 90
2024
Q3 		$1.41M Buy
24,794
+6
+0% +$337 0.24% 101
2024
Q2 		$1.3M Buy
24,788
+4,001
+19% +$214K 0.24% 98
2024
Q1 		$1.23M Buy
20,787
+5,211
+33% +$282K 0.24% 108
2023
Q4 		$734K Buy
+15,576
New +$710K 0.17% 144

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JT Stratford LLC's WRB Position: Q1 2026 in Review

JT Stratford LLC sold out of W.R. Berkley (WRB) in Q1 2026, closing a stake of 8,519 shares — an estimated $597K sold.

JT Stratford LLC first reported a position in WRB in Q4 2023 and held it in 9 quarters. The position peaked at $1.71M in Q1 2025. 926 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • JT Stratford LLC reported no remaining W.R. Berkley position as of Q1 2026 after selling out during the quarter.
  • JT Stratford LLC sold 8,519 W.R. Berkley shares in Q1 2026, an estimated $597K.
  • JT Stratford LLC first reported a position in W.R. Berkley in Q4 2023 and held it in 9 quarters.
  • JT Stratford LLC's W.R. Berkley position peaked at $1.71M in Q1 2025.
  • 926 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.