MML Investors Services
WRB icon

MML Investors Services’s W.R. Berkley WRB Stock Holding History

MML Investors 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 		$3.39M Buy
48,049
+1,844
+4% +$124K 0.01% 1219
2026
Q1 		$3.06M Buy
46,205
+3,459
+8% +$238K 0.01% 1084
2025
Q4 		$3M Sell
42,746
-285
-0.7% -$21K 0.01% 1158
2025
Q3 		$3.3M Sell
43,031
-4,805
-10% -$342K 0.01% 1044
2025
Q2 		$3.52M Buy
47,836
+593
+1% +$42.5K 0.01% 955
2025
Q1 		$3.36M Buy
47,243
+5,534
+13% +$339K 0.01% 921
2024
Q4 		$2.44M Buy
41,709
+2,674
+7% +$160K 0.01% 1024
2024
Q3 		$2.21M Sell
39,035
-273
-0.7% -$15.3K 0.01% 1044
2024
Q2 		$2.06M Sell
39,308
-3,807
-9% -$204K 0.01% 1009
2024
Q1 		$2.54M Buy
43,115
+7,443
+21% +$403K 0.01% 935
2023
Q4 		$1.68M Buy
35,672
+6,183
+21% +$282K 0.01% 1091
2023
Q3 		$1.25M Sell
29,489
-5,478
-16% -$227K 0.01% 1119
2023
Q2 		$1.39M Buy
+34,967
New +$1.37M 0.01% 1072
2023
Q1 		– Sell
-46,449
Closed -$2.25M – 2248
2022
Q4 		$2.25M Buy
46,449
+7,465
+19% +$360K 0.01% 779
2022
Q3 		$1.68M Buy
38,984
+8,013
+26% +$348K 0.01% 825
2022
Q2 		$1.41M Buy
30,971
+12,659
+69% +$576K 0.01% 888
2022
Q1 		$813K Buy
18,312
+1,608
+10% +$64.1K 0.01% 1187
2021
Q4 		$612K Buy
16,704
+558
+3% +$19.8K ﹤0.01% 1294
2021
Q3 		$525K Buy
16,146
+1,213
+8% +$40K ﹤0.01% 1321
2021
Q2 		$494K Buy
14,933
+3,789
+34% +$131K ﹤0.01% 1330
2021
Q1 		$373K Buy
11,144
+3,285
+42% +$101K ﹤0.01% 1403
2020
Q4 		$232K Buy
7,859
+378
+5% +$10.9K ﹤0.01% 1530
2020
Q3 		$203K Buy
+7,481
New +$205K ﹤0.01% 1488
2019
Q1 		– Sell
-23,034
Closed -$504K – 1634
2018
Q4 		$504K Sell
23,034
-3,325
-13% -$74.7K 0.01% 908
2018
Q3 		$624K Buy
+26,359
New +$598K 0.01% 889

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 $3.38T AUM 44.17% 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

MML Investors Services's WRB Position: Q2 2026 in Review

MML Investors Services increased its W.R. Berkley (WRB) stake by 4% in Q2 2026, buying an estimated $124K and bringing the position to 48,049 shares worth $3.39M. The position accounts for 0.01% of the portfolio, ranked #1219.

MML Investors Services first reported a position in WRB in Q3 2018 and has held it in 25 quarters since. The position peaked at $3.52M in Q2 2025. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • MML Investors Services held 48,049 shares of W.R. Berkley worth $3.39M as of Q2 2026.
  • MML Investors Services bought 1,844 W.R. Berkley shares in Q2 2026, an estimated $124K.
  • W.R. Berkley made up 0.01% of MML Investors Services's portfolio in Q2 2026, its #1219 holding.
  • MML Investors Services first reported a position in W.R. Berkley in Q3 2018 and has held it in 25 quarters since.
  • MML Investors Services's W.R. Berkley position peaked at $3.52M in Q2 2025.
  • 953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.