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Means Investment Company’s W.R. Berkley WRB Stock Holding History

Means Investment Company’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
Q1 		$8.37M Sell
126,308
-157
-0.1% -$10.8K 0.73% 24
2025
Q4 		$8.87M Buy
126,465
+2
+0% +$147 0.75% 24
2025
Q3 		$9.69M Buy
126,463
+1
+0% +$71 0.84% 22
2025
Q2 		$9.29M Buy
126,462
+1
+0% +$72 0.88% 21
2025
Q1 		$9M Hold
126,461
– – 0.96% 19
2024
Q4 		$7.4M Sell
126,461
-8
-0% -$479 0.77% 26
2024
Q3 		$7.17M Sell
126,469
-1
-0% -$56 0.8% 24
2024
Q2 		$6.63M Buy
126,470
+2
+0% +$107 0.79% 26
2024
Q1 		$7.46M Buy
126,468
+73,713
+140% +$3.99M 0.96% 20
2023
Q4 		$2.49M Sell
52,755
-81
-0.2% -$3.69K 0.36% 48
2023
Q3 		$2.24M Buy
52,836
+84
+0.2% +$3.48K 0.37% 52
2023
Q2 		$2.09M Hold
52,752
– – 0.33% 56
2023
Q1 		$2.19M Buy
52,752
+1
+0% +$45 0.38% 51
2022
Q4 		$2.55M Hold
52,751
– – 0.51% 45
2022
Q3 		$2.27M Buy
52,751
+2
+0% +$87 0.49% 45
2022
Q2 		$2.4M Hold
52,749
– – 0.51% 42
2022
Q1 		$2.34M Hold
52,749
– – 0.42% 51
2021
Q4 		$1.93M Buy
52,749
+2
+0% +$71 0.34% 62
2021
Q3 		$1.72M Buy
52,747
+2
+0% +$66 0.34% 61
2021
Q2 		$1.75M Hold
52,745
– – 0.35% 57
2021
Q1 		$1.77M Hold
52,745
– – 0.4% 53
2020
Q4 		$1.61M Hold
52,745
– – 0.37% 53
2020
Q3 		$1.46M Hold
52,745
– – 0.4% 50
2020
Q2 		$1.49M Hold
52,745
– – 0.47% 48
2020
Q1 		$1.2M Buy
52,745
+3
+0% +$89 0.47% 51
2019
Q4 		$1.65M Hold
52,742
– – 0.55% 52
2019
Q3 		$1.59M Sell
52,742
-1,688
-3% -$52.7K 0.6% 50
2019
Q2 		$1.64M Buy
54,430
+1
+0% +$27 0.67% 50
2019
Q1 		$1.37M Buy
54,429
+145
+0.3% +$3.42K 0.6% 51
2018
Q4 		$1.19M Buy
+54,284
New +$1.22M 0.66% 44

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Means Investment Company's WRB Position: Q1 2026 in Review

Means Investment Company reduced its W.R. Berkley (WRB) stake by 0.12% in Q1 2026, selling an estimated $10.8K and leaving 126,308 shares worth $8.37M. The position accounts for 0.73% of the portfolio, ranked #24.

Means Investment Company first reported a position in WRB in Q4 2018 and has held it in 30 quarters since. The position peaked at $9.69M in Q3 2025. 920 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Means Investment Company held 126,308 shares of W.R. Berkley worth $8.37M as of Q1 2026.
  • Means Investment Company sold 157 W.R. Berkley shares in Q1 2026, an estimated $10.8K.
  • W.R. Berkley made up 0.73% of Means Investment Company's portfolio in Q1 2026, its #24 holding.
  • Means Investment Company first reported a position in W.R. Berkley in Q4 2018 and has held it in 30 quarters since.
  • Means Investment Company's W.R. Berkley position peaked at $9.69M in Q3 2025.
  • 920 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.