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Legacy Investment Solutions’s W.R. Berkley WRB Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$3.89K Buy
+53
New +$3.8K ﹤0.01% 430
2024
Q4 		$4.12K Buy
67
+14
+26% +$839 ﹤0.01% 411
2024
Q3 		$3.19K Buy
+53
New +$2.98K ﹤0.01% 437

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Legacy Investment Solutions's WRB Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in W.R. Berkley (WRB) in Q2 2025: 53 shares worth $3.89K. The stake represents ﹤0.01% of the portfolio and ranks #430 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in WRB as recently as Q4 2024.

Legacy Investment Solutions first reported a position in WRB in Q3 2024 and has held it in 3 quarters since. The position peaked at $4.12K in Q4 2024. 919 funds tracked by Wall St. Rank hold WRB as of Q2 2025.

  • Legacy Investment Solutions held 53 shares of W.R. Berkley worth $3.89K as of Q2 2025.
  • W.R. Berkley was a new Legacy Investment Solutions position in Q2 2025.
  • W.R. Berkley made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #430 holding.
  • Legacy Investment Solutions first reported a position in W.R. Berkley in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's W.R. Berkley position peaked at $4.12K in Q4 2024.
  • 919 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.