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Mather Group’s W.R. Berkley WRB Stock Holding History

Mather Group’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 		$602K Buy
8,534
+2,157
+34% +$145K 0.01% 492
2026
Q1 		$423K Sell
6,377
-301
-5% -$20.7K ﹤0.01% 535
2025
Q4 		$468K Sell
6,678
-251
-4% -$18.5K ﹤0.01% 419
2025
Q3 		$531K Buy
6,929
+1,009
+17% +$71.8K 0.01% 393
2025
Q2 		$435K Sell
5,920
-9
-0.2% -$645 ﹤0.01% 414
2025
Q1 		$422K Buy
5,929
+142
+2% +$8.7K ﹤0.01% 416
2024
Q4 		$339K Buy
5,787
+100
+2% +$5.99K ﹤0.01% 443
2024
Q3 		$323K Sell
5,687
-210
-4% -$11.8K ﹤0.01% 451
2024
Q2 		$348K Buy
5,897
+1,250
+27% +$67K ﹤0.01% 495
2024
Q1 		$219K Hold
4,647
– – ﹤0.01% 505
2023
Q4 		$219K Buy
+4,647
New +$212K ﹤0.01% 526

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

Mather Group's WRB Position: Q2 2026 in Review

Mather Group increased its W.R. Berkley (WRB) stake by 34% in Q2 2026, buying an estimated $145K and bringing the position to 8,534 shares worth $602K. The position accounts for 0.01% of the portfolio, ranked #492.

Mather Group first reported a position in WRB in Q4 2023 and has held it in 11 quarters since. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Mather Group held 8,534 shares of W.R. Berkley worth $602K as of Q2 2026.
  • Mather Group bought 2,157 W.R. Berkley shares in Q2 2026, an estimated $145K.
  • W.R. Berkley made up 0.01% of Mather Group's portfolio in Q2 2026, its #492 holding.
  • Mather Group first reported a position in W.R. Berkley in Q4 2023 and has held it in 11 quarters since.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.