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

Mattern 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 		$8.89M Buy
126,077
+13,205
+12% +$885K 1.04% 56
2026
Q1 		$7.48M Buy
112,872
+6,013
+6% +$414K 0.9% 67
2025
Q4 		$7.49M Buy
106,859
+5,258
+5% +$387K 0.88% 72
2025
Q3 		$7.78M Buy
101,601
+20,381
+25% +$1.45M 0.92% 62
2025
Q2 		$5.97M Buy
81,220
+7,630
+10% +$547K 0.72% 74
2025
Q1 		$5.24M Buy
+73,590
New +$4.51M 0.67% 76

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

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

Mattern Capital Management increased its W.R. Berkley (WRB) stake by 12% in Q2 2026, buying an estimated $885K and bringing the position to 126,077 shares worth $8.89M. The position accounts for 1.04% of the portfolio, ranked #56.

Mattern Capital Management first reported a position in WRB in Q1 2025 and has held it in 6 quarters since. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Mattern Capital Management held 126,077 shares of W.R. Berkley worth $8.89M as of Q2 2026.
  • Mattern Capital Management bought 13,205 W.R. Berkley shares in Q2 2026, an estimated $885K.
  • W.R. Berkley made up 1.04% of Mattern Capital Management's portfolio in Q2 2026, its #56 holding.
  • Mattern Capital Management first reported a position in W.R. Berkley in Q1 2025 and has held it in 6 quarters since.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Mattern Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.