Mount Lucas Management’s W.R. Berkley WRB Stock Holding History

Mount Lucas Management’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	$932K	Buy	13,208 +311	+2%	+$20.8K	0.33%	105
2026 Q1	$855K	Buy	12,897 +394	+3%	+$27.1K	0.32%	99
2025 Q4	$877K	Buy	12,503 +107	+0.9%	+$7.88K	0.35%	102
2025 Q3	$950K	Sell	12,396 -349	-3%	-$24.8K	0.39%	78
2025 Q2	$936K	Sell	12,745 -18,752	-60%	-$1.34M	0.4%	65
2025 Q1	$2.24M	Buy	31,497 +15,814	+101%	+$969K	0.72%	26
2024 Q4	$918K	Sell	15,683 -814	-5%	-$48.8K	0.32%	69
2024 Q3	$936K	Sell	16,497 -24,758	-60%	-$1.39M	0.32%	76
2024 Q2	$1.44M	Buy	+41,255	New	+$2.21M	0.41%	74
2023 Q2	–	Sell	-65,672	Closed	-$2.73M	–	171
2023 Q1	$2.73M	Buy	65,672 +2,547	+4%	+$114K	0.72%	49
2022 Q4	$3.05M	Sell	63,125 -717	-1%	-$34.6K	1%	30
2022 Q3	$2.75M	Sell	63,842 -1,423	-2%	-$61.8K	0.95%	24
2022 Q2	$2.97M	Buy	+65,265	New	+$2.97M	0.99%	19

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

Mount Lucas Management's WRB Position: Q2 2026 in Review

Mount Lucas Management increased its W.R. Berkley (WRB) stake by 2.4% in Q2 2026, buying an estimated $20.8K and bringing the position to 13,208 shares worth $932K. The position accounts for 0.33% of the portfolio, ranked #105.

Mount Lucas Management first reported a position in WRB in Q2 2022 and has held it in 13 quarters since. The position peaked at $3.05M in Q4 2022. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Mount Lucas Management held 13,208 shares of W.R. Berkley worth $932K as of Q2 2026.
Mount Lucas Management bought 311 W.R. Berkley shares in Q2 2026, an estimated $20.8K.
W.R. Berkley made up 0.33% of Mount Lucas Management's portfolio in Q2 2026, its #105 holding.
Mount Lucas Management first reported a position in W.R. Berkley in Q2 2022 and has held it in 13 quarters since.
Mount Lucas Management's W.R. Berkley position peaked at $3.05M in Q4 2022.
948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Mount Lucas Management's 13F filing for Q2 2026, filed 10 Aug 2026.