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LRI Investments’s W.R. Berkley WRB Stock Holding History

LRI Investments’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 		$1.48K Buy
+21
New +$1.41K ﹤0.01% 1305
2026
Q1 		– Sell
-1,863
Closed -$131K – 1503
2025
Q4 		$131K Buy
1,863
+55
+3% +$4.05K 0.01% 366
2025
Q3 		$139K Sell
1,808
-659
-27% -$46.9K 0.01% 356
2025
Q2 		$181K Hold
2,467
– – 0.02% 308
2025
Q1 		$176K Sell
2,467
-1,549
-39% -$94.9K 0.02% 289
2024
Q4 		$235K Hold
4,016
– – 0.02% 237
2024
Q3 		$240K Sell
4,016
-277
-6% -$15.6K 0.02% 238
2024
Q2 		$225K Buy
4,293
+4,171
+3,419% +$223K 0.03% 230
2024
Q1 		$7.16K Buy
+122
New +$6.6K ﹤0.01% 563

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

LRI Investments's WRB Position: Q2 2026 in Review

LRI Investments opened a new position in W.R. Berkley (WRB) in Q2 2026: 21 shares worth $1.48K. The stake represents ﹤0.01% of the portfolio and ranks #1305 among its holdings. This is a return to the name: LRI Investments previously reported a position in WRB as recently as Q4 2025.

LRI Investments first reported a position in WRB in Q1 2024 and has held it in 9 quarters since. The position peaked at $240K in Q3 2024. 952 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • LRI Investments held 21 shares of W.R. Berkley worth $1.48K as of Q2 2026.
  • W.R. Berkley was a new LRI Investments position in Q2 2026.
  • W.R. Berkley made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1305 holding.
  • LRI Investments first reported a position in W.R. Berkley in Q1 2024 and has held it in 9 quarters since.
  • LRI Investments's W.R. Berkley position peaked at $240K in Q3 2024.
  • 952 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.