Mirabella Financial Services’s W.R. Berkley WRB Stock Holding History

Mirabella Financial Services’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	$2.02M	Buy	28,641 +2,441	+9%	+$164K	0.19%	52
2026 Q1	$1.74M	Buy	26,200 +17,092	+188%	+$1.18M	0.16%	114
2025 Q4	$639K	Buy	+9,108	New	+$671K	0.06%	195
2024 Q2	–	Sell	-3,995	Closed	-$236K	–	722
2024 Q1	$236K	Sell	3,995 -13,290	-77%	-$719K	0.02%	430
2023 Q4	$815K	Buy	+17,285	New	+$788K	0.11%	150
2023 Q2	–	Sell	-7,862	Closed	-$326K	–	677
2023 Q1	$326K	Sell	7,862 -4,750	-38%	-$213K	0.05%	267
2022 Q4	$610K	Sell	12,612 -34,343	-73%	-$1.66M	0.05%	184
2022 Q3	$2.04M	Sell	46,955 -46,440	-50%	-$2.02M	0.21%	77
2022 Q2	$4.25M	Buy	93,395 +57,468	+160%	+$2.61M	0.42%	50
2022 Q1	$1.59M	Sell	35,927 -48,817	-58%	-$1.95M	0.18%	113
2021 Q4	$3.1M	Buy	+84,744	New	+$3M	0.31%	76
2021 Q1	–	Sell	-84,863	Closed	-$2.5M	–	432
2020 Q4	$2.5M	Buy	+84,863	New	+$2.45M	0.31%	99

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

Mirabella Financial Services's WRB Position: Q2 2026 in Review

Mirabella Financial Services increased its W.R. Berkley (WRB) stake by 9.3% in Q2 2026, buying an estimated $164K and bringing the position to 28,641 shares worth $2.02M. The position accounts for 0.19% of the portfolio, ranked #52.

Mirabella Financial Services first reported a position in WRB in Q4 2020 and has held it in 12 quarters since. The position peaked at $4.25M in Q2 2022. 952 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Mirabella Financial Services held 28,641 shares of W.R. Berkley worth $2.02M as of Q2 2026.
Mirabella Financial Services bought 2,441 W.R. Berkley shares in Q2 2026, an estimated $164K.
W.R. Berkley made up 0.19% of Mirabella Financial Services's portfolio in Q2 2026, its #52 holding.
Mirabella Financial Services first reported a position in W.R. Berkley in Q4 2020 and has held it in 12 quarters since.
Mirabella Financial Services's W.R. Berkley position peaked at $4.25M in Q2 2022.
952 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.