Leavell Investment Management’s W.R. Berkley WRB Stock Holding History

Leavell 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 Q2	$2.21M	Hold	31,014	–	–	0.08%	219
2026 Q1	$2.06M	Sell	31,014 -57	-0.2%	-$3.93K	0.08%	220
2025 Q4	$2.18M	Sell	31,071 -256	-0.8%	-$18.9K	0.09%	208
2025 Q3	$2.4M	Hold	31,327	–	–	0.1%	197
2025 Q2	$2.3M	Sell	31,327 -105	-0.3%	-$7.53K	0.1%	193
2025 Q1	$2.24M	Buy	31,432 +90	+0.3%	+$5.52K	0.11%	185
2024 Q4	$1.83M	Buy	31,342 +110	+0.4%	+$6.59K	0.09%	205
2024 Q3	$1.77M	Buy	31,232 +356	+1%	+$20K	0.09%	213
2024 Q2	$1.62M	Buy	30,876 +271	+0.9%	+$14.5K	0.09%	203
2024 Q1	$1.8M	Hold	30,605	–	–	0.1%	187
2023 Q4	$1.44M	Sell	30,605 -285	-0.9%	-$13K	0.09%	208
2023 Q3	$1.32M	Sell	30,890 -1,500	-5%	-$62.1K	0.09%	206
2023 Q2	$1.29M	Hold	32,390	–	–	0.09%	213
2023 Q1	$1.34M	Hold	32,390	–	–	0.1%	202
2022 Q4	$1.57M	Hold	32,390	–	–	0.12%	183
2022 Q3	$1.4M	Hold	32,390	–	–	0.11%	183
2022 Q2	$1.49M	Sell	32,390 -1	-0%	-$45	0.11%	175
2022 Q1	$1.44M	Hold	32,391	–	–	0.1%	185
2021 Q4	$1.19M	Hold	32,391	–	–	0.08%	217
2021 Q3	$1.05M	Hold	32,391	–	–	0.08%	215
2021 Q2	$1.08M	Hold	32,391	–	–	0.09%	195
2021 Q1	$1.08M	Sell	32,391 -675	-2%	-$20.8K	0.09%	195
2020 Q4	$976K	Hold	33,066	–	–	0.08%	195
2020 Q3	$899K	Sell	33,066 -2,700	-8%	-$74K	0.08%	191
2020 Q2	$911K	Hold	35,766	–	–	0.09%	182
2020 Q1	$829K	Sell	35,766 -1,350	-4%	-$40.2K	0.1%	174
2019 Q4	$1.14M	Sell	37,116 -675	-2%	-$20.8K	0.11%	169
2019 Q3	$1.22M	Hold	37,791	–	–	0.12%	162
2019 Q2	$1.12M	Sell	37,791 -2	-0%	-$55	0.12%	170
2019 Q1	$950K	Hold	37,793	–	–	0.11%	185
2018 Q4	$828K	Buy	37,793 +212	+0.6%	+$4.76K	0.1%	189
2018 Q3	$897K	Hold	37,581	–	–	0.1%	195
2018 Q2	$808K	Buy	37,581 +287	+0.8%	+$6.38K	0.09%	201
2018 Q1	$805K	Hold	37,294	–	–	0.09%	199
2017 Q4	$792K	Hold	37,294	–	–	0.09%	204
2017 Q3	$737K	Hold	37,294	–	–	0.09%	204
2017 Q2	$764K	Hold	37,294	–	–	0.1%	196
2017 Q1	$780K	Buy	37,294 +8,100	+28%	+$167K	0.1%	180
2016 Q4	$575K	Buy	29,194 +5,738	+24%	+$103K	0.08%	219
2016 Q3	$401K	Hold	23,456	–	–	0.06%	265
2016 Q2	$416K	Buy	23,456 +1,687	+8%	+$28.1K	0.06%	263
2016 Q1	$362K	Hold	21,769	–	–	0.05%	275
2015 Q4	$353K	Hold	21,769	–	–	0.05%	278
2015 Q3	$351K	Hold	21,769	–	–	0.06%	277
2015 Q2	$335K	Hold	21,769	–	–	0.05%	311
2015 Q1	$326K	Hold	21,769	–	–	0.05%	314
2014 Q4	$331K	Hold	21,769	–	–	0.05%	313
2014 Q3	$308K	Hold	21,769	–	–	0.05%	314
2014 Q2	$299K	Hold	21,769	–	–	0.05%	320
2014 Q1	$268K	Hold	21,769	–	–	0.04%	331
2013 Q4	$280K	Hold	21,769	–	–	0.05%	322
2013 Q3	$276K	Hold	21,769	–	–	0.05%	318
2013 Q2	$264K	Buy	+21,769	New	+$274K	0.05%	310

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

Leavell Investment Management's WRB Position: Q2 2026 in Review

Leavell Investment Management held its W.R. Berkley (WRB) position steady in Q2 2026 at 31,014 shares worth $2.21M. The position accounts for 0.08% of the portfolio, ranked #219.

Leavell Investment Management first reported a position in WRB in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.4M in Q3 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Leavell Investment Management held 31,014 shares of W.R. Berkley worth $2.21M as of Q2 2026.
Leavell Investment Management left its W.R. Berkley share count unchanged in Q2 2026.
W.R. Berkley made up 0.08% of Leavell Investment Management's portfolio in Q2 2026, its #219 holding.
Leavell Investment Management first reported a position in W.R. Berkley in Q2 2013 and has held it in 53 quarters since.
Leavell Investment Management's W.R. Berkley position peaked at $2.4M in Q3 2025.
946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.