MSA
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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
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 $3.9B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

MUFG Securities Americas's WRB Position: Q1 2026 in Review

MUFG Securities Americas increased its W.R. Berkley (WRB) stake by 1.9% in Q1 2026, buying an estimated $10.7K and bringing the position to 8,244 shares worth $546K. The position accounts for 0.04% of the portfolio, ranked #374.

MUFG Securities Americas first reported a position in WRB in Q4 2024 and has held it in 6 quarters since. The position peaked at $619K in Q3 2025. 921 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • MUFG Securities Americas held 8,244 shares of W.R. Berkley worth $546K as of Q1 2026.
  • MUFG Securities Americas bought 156 W.R. Berkley shares in Q1 2026, an estimated $10.7K.
  • W.R. Berkley made up 0.04% of MUFG Securities Americas's portfolio in Q1 2026, its #374 holding.
  • MUFG Securities Americas first reported a position in W.R. Berkley in Q4 2024 and has held it in 6 quarters since.
  • MUFG Securities Americas's W.R. Berkley position peaked at $619K in Q3 2025.
  • 921 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on MUFG Securities Americas's 13F filing for Q1 2026, filed 11 May 2026.