Kovitz Investment Group Partners’s W.R. Berkley WRB Stock Holding History

Kovitz Investment Group Partners’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	$1.18M	Hold	16,715	–	–	0.03%	291
2026 Q1	$1.11M	Buy	16,715 +11	+0.1%	+$758	0.03%	308
2025 Q4	$1.17M	Sell	16,704 -10,551	-39%	-$778K	0.03%	297
2025 Q3	$2.09M	Buy	27,255 +3,550	+15%	+$253K	0.01%	654
2025 Q2	$1.74M	Sell	23,705 -210	-0.9%	-$15.1K	0.01%	667
2025 Q1	$1.7M	Sell	23,915 -402	-2%	-$24.6K	0.01%	617
2024 Q4	$1.42M	Buy	24,317 +484	+2%	+$29K	0.01%	639
2024 Q3	$1M	Buy	23,833 +7,031	+42%	+$395K	0.01%	624
2024 Q2	$880K	Buy	+16,802	New	+$900K	0.01%	562

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kovitz Investment Group Partners's WRB Position: Q2 2026 in Review

Kovitz Investment Group Partners held its W.R. Berkley (WRB) position steady in Q2 2026 at 16,715 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #291.

Kovitz Investment Group Partners first reported a position in WRB in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.09M in Q3 2025. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Kovitz Investment Group Partners held 16,715 shares of W.R. Berkley worth $1.18M as of Q2 2026.
Kovitz Investment Group Partners left its W.R. Berkley share count unchanged in Q2 2026.
W.R. Berkley made up 0.03% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #291 holding.
Kovitz Investment Group Partners first reported a position in W.R. Berkley in Q2 2024 and has held it in 9 quarters since.
Kovitz Investment Group Partners's W.R. Berkley position peaked at $2.09M in Q3 2025.
953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.