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

LECAP 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 		$871K Buy
+12,344
New +$827K 0.37% 112
2025
Q2 		– Sell
-18,701
Closed -$1.33M – 405
2025
Q1 		$1.33M Sell
18,701
-10,731
-36% -$658K 0.31% 145
2024
Q4 		$1.72M Buy
+29,432
New +$1.76M 0.47% 86

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

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

LECAP Asset Management opened a new position in W.R. Berkley (WRB) in Q2 2026: 12,344 shares worth $871K. The stake represents 0.37% of the portfolio and ranks #112 among its holdings. This is a return to the name: LECAP Asset Management previously reported a position in WRB as recently as Q1 2025.

LECAP Asset Management first reported a position in WRB in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.72M in Q4 2024. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • LECAP Asset Management held 12,344 shares of W.R. Berkley worth $871K as of Q2 2026.
  • W.R. Berkley was a new LECAP Asset Management position in Q2 2026.
  • W.R. Berkley made up 0.37% of LECAP Asset Management's portfolio in Q2 2026, its #112 holding.
  • LECAP Asset Management first reported a position in W.R. Berkley in Q4 2024 and has held it in 3 quarters since.
  • LECAP Asset Management's W.R. Berkley position peaked at $1.72M in Q4 2024.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on LECAP Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.