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MOTCO’s W.R. Berkley WRB Stock Holding History

MOTCO’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 		$423 Buy
+6
New +$402 ﹤0.01% 706
2025
Q2 		– Sell
-34
Closed -$2.42K – 687
2025
Q1 		$2.42K Buy
+34
New +$2.08K ﹤0.01% 497
2021
Q1 		– Sell
-536
Closed -$16K – 805
2020
Q4 		$16K Buy
+536
New +$15.5K ﹤0.01% 479

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

MOTCO's WRB Position: Q2 2026 in Review

MOTCO opened a new position in W.R. Berkley (WRB) in Q2 2026: 6 shares worth $423. The stake represents ﹤0.01% of the portfolio and ranks #706 among its holdings. This is a return to the name: MOTCO previously reported a position in WRB as recently as Q1 2025.

MOTCO first reported a position in WRB in Q4 2020 and has held it in 3 quarters since. The position peaked at $16K in Q4 2020. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • MOTCO held 6 shares of W.R. Berkley worth $423 as of Q2 2026.
  • W.R. Berkley was a new MOTCO position in Q2 2026.
  • W.R. Berkley made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #706 holding.
  • MOTCO first reported a position in W.R. Berkley in Q4 2020 and has held it in 3 quarters since.
  • MOTCO's W.R. Berkley position peaked at $16K in Q4 2020.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.