Mountain Pacific Investment Advisers’s W.R. Berkley WRB Stock Holding History

Mountain Pacific Investment Advisers’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	$300K	Hold	4,252	–	–	0.05%	128
2026 Q1	$282K	Hold	4,252	–	–	0.05%	128
2025 Q4	$298K	Hold	4,252	–	–	0.05%	129
2025 Q3	$326K	Hold	4,252	–	–	0.05%	125
2025 Q2	$312K	Hold	4,252	–	–	0.02%	127
2025 Q1	$303K	Hold	4,252	–	–	0.02%	130
2024 Q4	$249K	Hold	4,252	–	–	0.02%	130
2024 Q3	$241K	Sell	4,252 -1	-0%	-$56	0.02%	136
2024 Q2	$223K	Hold	4,253	–	–	0.02%	136
2024 Q1	$251K	Hold	4,253	–	–	0.01%	132
2023 Q4	$200K	Buy	+4,253	New	+$194K	0.01%	134
2023 Q1	–	Sell	-4,253	Closed	-$206K	–	135
2022 Q4	$206K	Buy	+4,253	New	+$205K	0.01%	129
2019 Q3	–	Sell	-6,953	Closed	-$204K	–	125
2019 Q2	$204K	Buy	+6,953	New	+$190K	0.02%	118
2018 Q4	–	Sell	-6,953	Closed	-$165K	–	244
2018 Q3	$165K	Buy	+6,953	New	+$158K	0.02%	121

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 $3.38T AUM 44.17% 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

Mountain Pacific Investment Advisers's WRB Position: Q2 2026 in Review

Mountain Pacific Investment Advisers held its W.R. Berkley (WRB) position steady in Q2 2026 at 4,252 shares worth $300K. The position accounts for 0.05% of the portfolio, ranked #128.

Mountain Pacific Investment Advisers first reported a position in WRB in Q3 2018 and has held it in 14 quarters since. The position peaked at $326K in Q3 2025. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Mountain Pacific Investment Advisers held 4,252 shares of W.R. Berkley worth $300K as of Q2 2026.
Mountain Pacific Investment Advisers left its W.R. Berkley share count unchanged in Q2 2026.
W.R. Berkley made up 0.05% of Mountain Pacific Investment Advisers's portfolio in Q2 2026, its #128 holding.
Mountain Pacific Investment Advisers first reported a position in W.R. Berkley in Q3 2018 and has held it in 14 quarters since.
Mountain Pacific Investment Advisers's W.R. Berkley position peaked at $326K in Q3 2025.
953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Mountain Pacific Investment Advisers's 13F filing for Q2 2026, filed 30 Jul 2026.