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MQS Management’s W.R. Berkley WRB Stock Holding History

MQS 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
Q1 		– Sell
-3,034
Closed -$213K – 608
2025
Q4 		$213K Buy
+3,034
New +$224K 0.13% 347
2023
Q2 		– Sell
-10,335
Closed -$429K – 619
2023
Q1 		$429K Buy
+10,335
New +$462K 0.28% 130
2022
Q4 		– Sell
-7,859
Closed -$338K – 604
2022
Q3 		$338K Buy
+7,859
New +$341K 0.22% 192
2022
Q1 		– Sell
-8,341
Closed -$305K – 432
2021
Q4 		$305K Buy
+8,341
New +$296K 0.49% 88

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

MQS Management's WRB Position: Q1 2026 in Review

MQS Management sold out of W.R. Berkley (WRB) in Q1 2026, closing a stake of 3,034 shares — an estimated $213K sold.

MQS Management first reported a position in WRB in Q4 2021 and held it in 4 quarters. The position peaked at $429K in Q1 2023. 926 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • MQS Management reported no remaining W.R. Berkley position as of Q1 2026 after selling out during the quarter.
  • MQS Management sold 3,034 W.R. Berkley shares in Q1 2026, an estimated $213K.
  • MQS Management first reported a position in W.R. Berkley in Q4 2021 and held it in 4 quarters.
  • MQS Management's W.R. Berkley position peaked at $429K in Q1 2023.
  • 926 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on MQS Management's 13F filing for Q1 2026, filed 23 Apr 2026.