Manning & Napier Advisors’s W.R. Berkley WRB Stock Holding History

Manning & Napier Advisors’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	$3.9M	Buy	54,888 +657	+1%	+$44K	0.05%	171
2026 Q1	$3.59M	Sell	54,231 -3,080	-5%	-$212K	0.05%	180
2025 Q4	$4.06M	Sell	57,311 -5,032	-8%	-$371K	0.05%	158
2025 Q3	$4.78M	Sell	62,343 -53,838	-46%	-$3.83M	0.06%	151
2025 Q2	$8.54M	Sell	116,181 -16,101	-12%	-$1.15M	0.1%	131
2025 Q1	$9.41M	Sell	132,282 -10,434	-7%	-$639K	0.12%	122
2024 Q4	$8.35M	Sell	142,716 -13,708	-9%	-$821K	0.1%	131
2024 Q3	$8.87M	Sell	156,424 -334	-0.2%	-$18.8K	0.1%	146
2024 Q2	$8.21M	Buy	+156,758	New	+$8.4M	0.09%	144

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

Manning & Napier Advisors's WRB Position: Q2 2026 in Review

Manning & Napier Advisors increased its W.R. Berkley (WRB) stake by 1.2% in Q2 2026, buying an estimated $44K and bringing the position to 54,888 shares worth $3.9M. The position accounts for 0.05% of the portfolio, ranked #171.

Manning & Napier Advisors first reported a position in WRB in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.41M in Q1 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Manning & Napier Advisors held 54,888 shares of W.R. Berkley worth $3.9M as of Q2 2026.
Manning & Napier Advisors bought 657 W.R. Berkley shares in Q2 2026, an estimated $44K.
W.R. Berkley made up 0.05% of Manning & Napier Advisors's portfolio in Q2 2026, its #171 holding.
Manning & Napier Advisors first reported a position in W.R. Berkley in Q2 2024 and has held it in 9 quarters since.
Manning & Napier Advisors's W.R. Berkley position peaked at $9.41M in Q1 2025.
946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Manning & Napier Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.