MOS
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MGO One Seven’s W.R. Berkley WRB Stock Holding History

MGO One Seven’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 		$1.69M Sell
24,031
-827
-3% -$55.4K 0.03% 548
2026
Q1 		$1.65M Sell
24,858
-4,627
-16% -$319K 0.03% 507
2025
Q4 		$2.07M Sell
29,485
-1,591
-5% -$117K 0.04% 437
2025
Q3 		$2.38M Buy
31,076
+2,236
+8% +$159K 0.06% 356
2025
Q2 		$2.12M Buy
28,840
+17,033
+144% +$1.22M 0.07% 309
2025
Q1 		$840K Buy
11,807
+869
+8% +$53.3K 0.03% 479
2024
Q4 		$640K Buy
10,938
+680
+7% +$40.7K 0.02% 565
2024
Q3 		$582K Sell
10,258
-1,123
-10% -$63.1K 0.03% 535
2024
Q2 		$596K Buy
11,381
+2,420
+27% +$130K 0.03% 499
2024
Q1 		$528K Buy
8,961
+207
+2% +$11.2K 0.03% 502
2023
Q4 		$413K Sell
8,754
-296
-3% -$13.5K 0.02% 599
2023
Q3 		$383K Buy
+9,050
New +$375K 0.03% 528
2019
Q1 		– Sell
-2,393
Closed -$52K – 1644
2018
Q4 		$52K Buy
+2,393
New +$53.8K 0.02% 628
2018
Q1 		$56K Hold
2,622
– – 0.03% 588
2017
Q4 		$56K Buy
+2,622
New +$53.6K 0.03% 585

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

MGO One Seven's WRB Position: Q2 2026 in Review

MGO One Seven reduced its W.R. Berkley (WRB) stake by 3.3% in Q2 2026, selling an estimated $55.4K and leaving 24,031 shares worth $1.69M. The position accounts for 0.03% of the portfolio, ranked #548.

MGO One Seven first reported a position in WRB in Q4 2017 and has held it in 15 quarters since. The position peaked at $2.38M in Q3 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • MGO One Seven held 24,031 shares of W.R. Berkley worth $1.69M as of Q2 2026.
  • MGO One Seven sold 827 W.R. Berkley shares in Q2 2026, an estimated $55.4K.
  • W.R. Berkley made up 0.03% of MGO One Seven's portfolio in Q2 2026, its #548 holding.
  • MGO One Seven first reported a position in W.R. Berkley in Q4 2017 and has held it in 15 quarters since.
  • MGO One Seven's W.R. Berkley position peaked at $2.38M in Q3 2025.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.