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Kilter Group’s W.R. Berkley WRB Stock Holding History

Kilter Group’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 		$5.29K Buy
75
+28
+60% +$1.88K ﹤0.01% 652
2026
Q1 		$3.12K Buy
47
+20
+74% +$1.38K ﹤0.01% 768
2025
Q4 		$1.89K Sell
27
-10
-27% -$737 ﹤0.01% 813
2025
Q3 		$2.83K Buy
37
+10
+37% +$712 ﹤0.01% 577
2025
Q2 		$1.98K Buy
+27
New +$1.94K ﹤0.01% 618

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

Kilter Group's WRB Position: Q2 2026 in Review

Kilter Group increased its W.R. Berkley (WRB) stake by 60% in Q2 2026, buying an estimated $1.88K and bringing the position to 75 shares worth $5.29K. The position accounts for ﹤0.01% of the portfolio, ranked #652.

Kilter Group first reported a position in WRB in Q2 2025 and has held it in 5 quarters since. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Kilter Group held 75 shares of W.R. Berkley worth $5.29K as of Q2 2026.
  • Kilter Group bought 28 W.R. Berkley shares in Q2 2026, an estimated $1.88K.
  • W.R. Berkley made up ﹤0.01% of Kilter Group's portfolio in Q2 2026, its #652 holding.
  • Kilter Group first reported a position in W.R. Berkley in Q2 2025 and has held it in 5 quarters since.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.