Kayne Anderson Rudnick Investment Management
WRB icon

Kayne Anderson Rudnick Investment Management’s W.R. Berkley WRB Stock Holding History

Kayne Anderson Rudnick Investment Management’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 		$515M Sell
7,772,213
-936,968
-11% -$64.5M 1.51% 17
2025
Q4 		$611M Sell
8,709,181
-785,257
-8% -$57.9M 1.64% 10
2025
Q3 		$727M Sell
9,494,438
-1,601,999
-14% -$114M 1.77% 8
2025
Q2 		$815M Sell
11,096,437
-691,202
-6% -$49.5M 1.95% 5
2025
Q1 		$839M Buy
11,787,639
+65,163
+0.6% +$3.99M 2.05% 4
2024
Q4 		$686M Buy
11,722,476
+116,957
+1% +$7.01M 1.58% 13
2024
Q3 		$658M Buy
11,605,519
+274,706
+2% +$15.4M 1.45% 15
2024
Q2 		$594M Buy
11,330,813
+81,795
+0.7% +$4.38M 1.45% 18
2024
Q1 		$663M Buy
11,249,018
+728,855
+7% +$39.4M 1.54% 14
2023
Q4 		$496M Buy
10,520,163
+291,477
+3% +$13.3M 1.24% 23
2023
Q3 		$433M Buy
10,228,686
+453,318
+5% +$18.8M 1.23% 24
2023
Q2 		$388M Buy
9,775,368
+172,617
+2% +$6.79M 1.09% 31
2023
Q1 		$399M Sell
9,602,751
-2,952,009
-24% -$132M 1.17% 32
2022
Q4 		$607M Sell
12,554,760
-842,753
-6% -$40.6M 1.89% 2
2022
Q3 		$577M Sell
13,397,513
-126,277
-0.9% -$5.48M 1.91% 3
2022
Q2 		$615M Sell
13,523,790
-89,676
-0.7% -$4.08M 1.94% 2
2022
Q1 		$604M Buy
13,613,466
+807,960
+6% +$32.2M 1.61% 5
2021
Q4 		$469M Buy
12,805,506
+749,277
+6% +$26.6M 1.08% 28
2021
Q3 		$392M Buy
12,056,229
+2,164,597
+22% +$71.4M 0.95% 36
2021
Q2 		$327M Buy
9,891,632
+1,062,812
+12% +$36.8M 0.81% 47
2021
Q1 		$296M Buy
8,828,820
+1,225,462
+16% +$37.8M 0.79% 44
2020
Q4 		$224M Buy
7,603,358
+963,765
+15% +$27.8M 0.65% 55
2020
Q3 		$180M Buy
6,639,593
+2,284,252
+52% +$62.6M 0.65% 53
2020
Q2 		$109M Buy
4,355,341
+748,123
+21% +$18.3M 0.46% 64
2020
Q1 		$83.6M Buy
3,607,218
+418,318
+13% +$12.5M 0.48% 59
2019
Q4 		$97.9M Buy
3,188,900
+182,115
+6% +$5.62M 0.47% 62
2019
Q3 		$96.5M Buy
3,006,785
+153,110
+5% +$4.78M 0.5% 59
2019
Q2 		$83.6M Buy
2,853,675
+134,940
+5% +$3.69M 0.44% 59
2019
Q1 		$68.2M Buy
2,718,735
+146,111
+6% +$3.44M 0.39% 70
2018
Q4 		$56.3M Buy
2,572,624
+58,455
+2% +$1.31M 0.39% 73
2018
Q3 		$59.5M Buy
2,514,169
+129,448
+5% +$2.94M 0.35% 78
2018
Q2 		$51.2M Sell
2,384,721
-328,600
-12% -$7.31M 0.33% 84
2018
Q1 		$58.4M Buy
2,713,321
+297,466
+12% +$6.21M 0.44% 70
2017
Q4 		$51.3M Buy
2,415,855
+67,203
+3% +$1.37M 0.42% 72
2017
Q3 		$46.4M Buy
2,348,652
+10,398
+0.4% +$208K 0.42% 74
2017
Q2 		$47.9M Buy
2,338,254
+69,697
+3% +$1.41M 0.48% 68
2017
Q1 		$47.5M Buy
2,268,557
+115,125
+5% +$2.37M 0.52% 57
2016
Q4 		$42.4M Buy
2,153,432
+762,588
+55% +$13.7M 0.51% 54
2016
Q3 		$23.8M Buy
1,390,844
+483,809
+53% +$8.37M 0.3% 98
2016
Q2 		$16.1M Buy
907,035
+42,222
+5% +$702K 0.24% 119
2016
Q1 		$14.4M Buy
864,813
+39,997
+5% +$615K 0.23% 121
2015
Q4 		$13.4M Buy
824,816
+11,090
+1% +$181K 0.22% 121
2015
Q3 		$13.1M Buy
813,726
+22,268
+3% +$365K 0.22% 118
2015
Q2 		$12.2M Buy
+791,458
New +$11.8M 0.19% 135

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's WRB Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its W.R. Berkley (WRB) stake by 11% in Q1 2026, selling an estimated $64.5M and leaving 7,772,213 shares worth $515M. The position accounts for 1.51% of the portfolio, ranked #17.

Kayne Anderson Rudnick Investment Management first reported a position in WRB in Q2 2015 and has held it in 44 quarters since. The position peaked at $839M in Q1 2025. 922 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Kayne Anderson Rudnick Investment Management held 7,772,213 shares of W.R. Berkley worth $515M as of Q1 2026.
  • Kayne Anderson Rudnick Investment Management sold 936,968 W.R. Berkley shares in Q1 2026, an estimated $64.5M.
  • W.R. Berkley made up 1.51% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #17 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in W.R. Berkley in Q2 2015 and has held it in 44 quarters since.
  • Kayne Anderson Rudnick Investment Management's W.R. Berkley position peaked at $839M in Q1 2025.
  • 922 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.