L2 Asset Management’s W.R. Berkley WRB Stock Holding History

L2 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	$263K	Sell	3,729 -5,558	-60%	-$372K	0.03%	360
2026 Q1	$616K	Sell	9,287 -514	-5%	-$35.4K	0.06%	209
2025 Q4	$687K	Sell	9,801 -438	-4%	-$32.3K	0.09%	180
2025 Q3	$785K	Buy	10,239 +277	+3%	+$19.7K	0.11%	157
2025 Q2	$732K	Buy	9,962 +5,802	+139%	+$416K	0.12%	150
2025 Q1	$296K	Buy	+4,160	New	+$255K	0.06%	218

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 $3.37T AUM 44.26% 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

L2 Asset Management's WRB Position: Q2 2026 in Review

L2 Asset Management reduced its W.R. Berkley (WRB) stake by 60% in Q2 2026, selling an estimated $372K and leaving 3,729 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #360.

L2 Asset Management first reported a position in WRB in Q1 2025 and has held it in 6 quarters since. The position peaked at $785K in Q3 2025. 949 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

L2 Asset Management held 3,729 shares of W.R. Berkley worth $263K as of Q2 2026.
L2 Asset Management sold 5,558 W.R. Berkley shares in Q2 2026, an estimated $372K.
W.R. Berkley made up 0.03% of L2 Asset Management's portfolio in Q2 2026, its #360 holding.
L2 Asset Management first reported a position in W.R. Berkley in Q1 2025 and has held it in 6 quarters since.
L2 Asset Management's W.R. Berkley position peaked at $785K in Q3 2025.
949 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on L2 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.