MAI Capital Management’s W.R. Berkley WRB Stock Holding History

MAI Capital 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	$347K	Buy	4,901 +3,922	+401%	+$263K	﹤0.01%	1502
2026 Q1	$64.9K	Buy	979 +297	+44%	+$20.5K	﹤0.01%	2081
2025 Q4	$47.8K	Buy	682 +6	+0.9%	+$442	﹤0.01%	2036
2025 Q3	$51.8K	Sell	676 -311	-32%	-$22.1K	﹤0.01%	1901
2025 Q2	$72.5K	Buy	987 +140	+17%	+$10K	﹤0.01%	1645
2025 Q1	$60.3K	Buy	847 +556	+191%	+$34.1K	﹤0.01%	1656
2024 Q4	$17K	Buy	+291	New	+$17.4K	﹤0.01%	2294
2022 Q3	–	Sell	-9,483	Closed	-$432K	–	1048
2022 Q2	$432K	Buy	9,483 +262	+3%	+$11.9K	0.01%	585
2022 Q1	$409K	Sell	9,221 -20	-0.2%	-$798	0.01%	611
2021 Q4	$338K	Buy	9,241 +230	+3%	+$8.15K	0.01%	669
2021 Q3	$293K	Buy	9,011 +459	+5%	+$15.1K	0.01%	631
2021 Q2	$283K	Buy	8,552 +317	+4%	+$11K	0.01%	614
2021 Q1	$276K	Buy	8,235 +236	+3%	+$7.28K	0.01%	600
2020 Q4	$236K	Buy	+7,999	New	+$231K	0.01%	590

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

MAI Capital Management's WRB Position: Q2 2026 in Review

MAI Capital Management increased its W.R. Berkley (WRB) stake by 401% in Q2 2026, buying an estimated $263K and bringing the position to 4,901 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #1502.

MAI Capital Management first reported a position in WRB in Q4 2020 and has held it in 14 quarters since. The position peaked at $432K in Q2 2022. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

MAI Capital Management held 4,901 shares of W.R. Berkley worth $347K as of Q2 2026.
MAI Capital Management bought 3,922 W.R. Berkley shares in Q2 2026, an estimated $263K.
W.R. Berkley made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1502 holding.
MAI Capital Management first reported a position in W.R. Berkley in Q4 2020 and has held it in 14 quarters since.
MAI Capital Management's W.R. Berkley position peaked at $432K in Q2 2022.
948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.