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MUFG Securities Americas’s W.R. Berkley WRB Stock Holding History

MUFG Securities Americas’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 		$625K Buy
8,858
+614
+7% +$41.1K 0.03% 378
2026
Q1 		$546K Buy
8,244
+156
+2% +$10.7K 0.04% 374
2025
Q4 		$567K Buy
8,088
+8
+0.1% +$590 0.04% 367
2025
Q3 		$619K Buy
8,080
+1,438
+22% +$102K 0.04% 346
2025
Q2 		$488K Buy
6,642
+1,327
+25% +$95.1K 0.04% 346
2025
Q1 		$378K Buy
5,315
+870
+20% +$53.3K 0.04% 345
2024
Q4 		$260K Buy
+4,445
New +$266K 0.03% 394

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

MUFG Securities Americas's WRB Position: Q2 2026 in Review

MUFG Securities Americas increased its W.R. Berkley (WRB) stake by 7.4% in Q2 2026, buying an estimated $41.1K and bringing the position to 8,858 shares worth $625K. The position accounts for 0.03% of the portfolio, ranked #378.

MUFG Securities Americas first reported a position in WRB in Q4 2024 and has held it in 7 quarters since. 952 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • MUFG Securities Americas held 8,858 shares of W.R. Berkley worth $625K as of Q2 2026.
  • MUFG Securities Americas bought 614 W.R. Berkley shares in Q2 2026, an estimated $41.1K.
  • W.R. Berkley made up 0.03% of MUFG Securities Americas's portfolio in Q2 2026, its #378 holding.
  • MUFG Securities Americas first reported a position in W.R. Berkley in Q4 2024 and has held it in 7 quarters since.
  • 952 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on MUFG Securities Americas's 13F filing for Q2 2026, filed 14 Aug 2026.