Navalign LLC’s W.R. Berkley WRB Stock Holding History

Navalign LLC’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	-322	Closed	-$22.6K	–	482
2025 Q4	$22.6K	Buy	+322	New	+$23.7K	0.01%	260

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Navalign LLC's WRB Position: Q1 2026 in Review

Navalign LLC sold out of W.R. Berkley (WRB) in Q1 2026, closing a stake of 322 shares — an estimated $22.6K sold.

Navalign LLC first reported a position in WRB in Q4 2025 and held it in 1 quarter. The position peaked at $22.6K in Q4 2025. 922 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

Navalign LLC reported no remaining W.R. Berkley position as of Q1 2026 after selling out during the quarter.
Navalign LLC sold 322 W.R. Berkley shares in Q1 2026, an estimated $22.6K.
Navalign LLC first reported a position in W.R. Berkley in Q4 2025 and held it in 1 quarter.
Navalign LLC's W.R. Berkley position peaked at $22.6K in Q4 2025.
922 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Navalign LLC's 13F filing for Q1 2026, filed 29 Apr 2026.