MV Capital Management’s W.R. Berkley WRB Stock Holding History

MV Capital 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	$8.39K	Buy	119 +17	+17%	+$1.14K	﹤0.01%	567
2026 Q1	$6.76K	Sell	102 -2	-2%	-$138	﹤0.01%	581
2025 Q4	$7.29K	Buy	104 +2	+2%	+$147	﹤0.01%	570
2025 Q3	$7.82K	Sell	102 -3	-3%	-$214	﹤0.01%	555
2025 Q2	$7.71K	Buy	105 +3	+3%	+$215	﹤0.01%	562
2025 Q1	$7.26K	Buy	102 +18	+21%	+$1.1K	﹤0.01%	565
2024 Q4	$4.92K	Buy	84 +2	+2%	+$120	﹤0.01%	609
2024 Q3	$4.65K	Sell	82 -2	-2%	-$112	﹤0.01%	635
2024 Q2	$4.4K	Sell	84 -2	-2%	-$107	﹤0.01%	612
2024 Q1	$5.04K	Buy	86 +3	+4%	+$162	﹤0.01%	604
2023 Q4	$3.89K	Buy	83 +3	+4%	+$137	﹤0.01%	611
2023 Q3	$3.37K	Buy	80 +9	+13%	+$373	﹤0.01%	619
2023 Q2	$2.8K	Buy	71 +27	+61%	+$1.06K	﹤0.01%	626
2023 Q1	$1.81K	Buy	44 +20	+83%	+$895	﹤0.01%	648
2022 Q4	$1.16K	Sell	24 -14	-37%	-$675	﹤0.01%	639
2022 Q3	$2K	Buy	38 +32	+533%	+$1.39K	﹤0.01%	638
2022 Q2	$0	Buy	+6	New	+$273	﹤0.01%	718

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

MV Capital Management's WRB Position: Q2 2026 in Review

MV Capital Management increased its W.R. Berkley (WRB) stake by 17% in Q2 2026, buying an estimated $1.14K and bringing the position to 119 shares worth $8.39K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

MV Capital Management first reported a position in WRB in Q2 2022 and has held it in 17 quarters since. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

MV Capital Management held 119 shares of W.R. Berkley worth $8.39K as of Q2 2026.
MV Capital Management bought 17 W.R. Berkley shares in Q2 2026, an estimated $1.14K.
W.R. Berkley made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #567 holding.
MV Capital Management first reported a position in W.R. Berkley in Q2 2022 and has held it in 17 quarters since.
946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.