Koshinski Asset Management
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Koshinski Asset Management’s W.R. Berkley WRB Stock Holding History

Koshinski Asset 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
Q2 		– Sell
-3,145
Closed -$208K – 803
2026
Q1 		$208K Sell
3,145
-876
-22% -$60.3K 0.01% 697
2025
Q4 		$282K Sell
4,021
-142
-3% -$10.5K 0.02% 581
2025
Q3 		$319K Buy
4,163
+304
+8% +$21.6K 0.02% 544
2025
Q2 		$284K Sell
3,859
-478
-11% -$34.3K 0.02% 544
2025
Q1 		$309K Buy
4,337
+250
+6% +$15.3K 0.03% 489
2024
Q4 		$239M Sell
4,087
-22
-0.5% -$1.32K 0.02% 548
2024
Q3 		$233K Buy
4,109
+62
+2% +$3.48K 0.02% 553
2024
Q2 		$212K Sell
4,047
-1,059
-21% -$56.7K 0.02% 561
2024
Q1 		$301K Buy
+5,106
New +$276K 0.03% 433
2023
Q1 		– Sell
-5,000
Closed -$242K – 638
2022
Q4 		$242K Buy
+5,000
New +$241K 0.02% 514
2022
Q2 		– Sell
-3,179
Closed -$141K – 1969
2022
Q1 		$141K Buy
3,179
+382
+14% +$15.2K 0.01% 712
2021
Q4 		$102K Buy
2,797
+63
+2% +$2.23K 0.01% 847
2021
Q3 		$88.9K Buy
+2,734
New +$90.2K 0.01% 892

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

Koshinski Asset Management's WRB Position: Q2 2026 in Review

Koshinski Asset Management sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 3,145 shares — an estimated $208K sold.

Koshinski Asset Management first reported a position in WRB in Q3 2021 and held it in 13 quarters. The position peaked at $239M in Q4 2024. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Koshinski Asset Management reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
  • Koshinski Asset Management sold 3,145 W.R. Berkley shares in Q2 2026, an estimated $208K.
  • Koshinski Asset Management first reported a position in W.R. Berkley in Q3 2021 and held it in 13 quarters.
  • Koshinski Asset Management's W.R. Berkley position peaked at $239M in Q4 2024.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.