Matthew Hamilton Rosenberg’s W.R. Berkley WRB Stock Holding History

Matthew Hamilton Rosenberg’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	$7.17K	Hold	102	–	–	﹤0.01%	664
2026 Q1	$6.73K	Sell	102 -71	-41%	-$4.89K	﹤0.01%	656
2025 Q4	$12.1K	Hold	173	–	–	﹤0.01%	603
2025 Q3	$13.2K	Buy	173 +143	+477%	+$10.2K	﹤0.01%	599
2025 Q2	$2.2K	Hold	30	–	–	﹤0.01%	774
2025 Q1	$2.13K	Buy	30 +6	+25%	+$368	﹤0.01%	757
2024 Q4	$1.4K	Hold	24	–	–	﹤0.01%	761
2024 Q3	$1.36K	Sell	24 -66	-73%	-$3.71K	﹤0.01%	764
2024 Q2	$4.74K	Hold	90	–	–	﹤0.01%	662
2024 Q1	$5.25K	Buy	90 +66	+275%	+$3.57K	﹤0.01%	692
2023 Q4	$1.13K	Hold	24	–	–	﹤0.01%	786
2023 Q3	$1.02K	Hold	24	–	–	﹤0.01%	787
2023 Q2	$953	Hold	24	–	–	﹤0.01%	792
2023 Q1	$996	Hold	24	–	–	﹤0.01%	831
2022 Q4	$1.16K	Hold	24	–	–	﹤0.01%	805
2022 Q3	$1K	Buy	+24	New	+$1.04K	﹤0.01%	846

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

Matthew Hamilton Rosenberg's WRB Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its W.R. Berkley (WRB) position steady in Q2 2026 at 102 shares worth $7.17K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Matthew Hamilton Rosenberg first reported a position in WRB in Q3 2022 and has held it in 16 quarters since. The position peaked at $13.2K in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Matthew Hamilton Rosenberg held 102 shares of W.R. Berkley worth $7.17K as of Q2 2026.
Matthew Hamilton Rosenberg left its W.R. Berkley share count unchanged in Q2 2026.
W.R. Berkley made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #664 holding.
Matthew Hamilton Rosenberg first reported a position in W.R. Berkley in Q3 2022 and has held it in 16 quarters since.
Matthew Hamilton Rosenberg's W.R. Berkley position peaked at $13.2K in Q3 2025.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.