Mizuho Securities USA’s W.R. Berkley WRB Stock Holding History

Mizuho Securities USA’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	$1.62M	Buy	23,025 +5,012	+28%	+$336K	0.03%	482
2026 Q1	$1.19M	Sell	18,013 -3,847	-18%	-$265K	0.03%	501
2025 Q4	$1.7M	Buy	21,860 +36	+0.2%	+$2.65K	0.03%	458
2025 Q3	$1.56M	Buy	21,824 +1,106	+5%	+$78.7K	0.03%	488
2025 Q2	$1.52M	Sell	20,718 -3,323	-14%	-$238K	0.03%	461
2025 Q1	$1.71M	Sell	24,041 -4,491	-16%	-$275K	0.04%	423
2024 Q4	$1.67M	Buy	28,532 +9,037	+46%	+$541K	0.03%	451
2024 Q3	$1.11M	Sell	19,495 -3,868	-17%	-$217K	0.02%	481
2024 Q2	$1.22M	Buy	+23,363	New	+$1.25M	0.03%	473

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

Mizuho Securities USA's WRB Position: Q2 2026 in Review

Mizuho Securities USA increased its W.R. Berkley (WRB) stake by 28% in Q2 2026, buying an estimated $336K and bringing the position to 23,025 shares worth $1.62M. The position accounts for 0.03% of the portfolio, ranked #482.

Mizuho Securities USA first reported a position in WRB in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.71M in Q1 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Mizuho Securities USA held 23,025 shares of W.R. Berkley worth $1.62M as of Q2 2026.
Mizuho Securities USA bought 5,012 W.R. Berkley shares in Q2 2026, an estimated $336K.
W.R. Berkley made up 0.03% of Mizuho Securities USA's portfolio in Q2 2026, its #482 holding.
Mizuho Securities USA first reported a position in W.R. Berkley in Q2 2024 and has held it in 9 quarters since.
Mizuho Securities USA's W.R. Berkley position peaked at $1.71M in Q1 2025.
946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Mizuho Securities USA's 13F filing for Q2 2026, filed 24 Jul 2026.