NS
WRB icon

NBC Securities’s W.R. Berkley WRB Stock Holding History

NBC Securities’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 		$49K Sell
695
-46
-6% -$3.08K ﹤0.01% 1298
2026
Q1 		$49.1K Sell
741
-32
-4% -$2.2K ﹤0.01% 1326
2025
Q4 		$54.2K Sell
773
-3
-0.4% -$221 ﹤0.01% 1319
2025
Q3 		$59.5K Sell
776
-344
-31% -$24.5K ﹤0.01% 1260
2025
Q2 		$82K Buy
1,120
+855
+323% +$61.3K 0.01% 1128
2025
Q1 		$18K Buy
+265
New +$16.2K ﹤0.01% 1534
2024
Q4 		– Sell
-424
Closed -$24K – 2095
2024
Q3 		$24K Sell
424
-2
-0.5% -$112 ﹤0.01% 1446
2024
Q2 		$22K Sell
426
-60
-12% -$3.21K ﹤0.01% 1429
2024
Q1 		$28K Sell
486
-65
-12% -$3.52K ﹤0.01% 1336
2023
Q4 		$25K Sell
551
-27
-5% -$1.23K ﹤0.01% 1396
2023
Q3 		$24K Buy
+578
New +$23.9K ﹤0.01% 1384

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

NBC Securities's WRB Position: Q2 2026 in Review

NBC Securities reduced its W.R. Berkley (WRB) stake by 6.2% in Q2 2026, selling an estimated $3.08K and leaving 695 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

NBC Securities first reported a position in WRB in Q3 2023 and has held it in 11 quarters since. The position peaked at $82K in Q2 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • NBC Securities held 695 shares of W.R. Berkley worth $49K as of Q2 2026.
  • NBC Securities sold 46 W.R. Berkley shares in Q2 2026, an estimated $3.08K.
  • W.R. Berkley made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1298 holding.
  • NBC Securities first reported a position in W.R. Berkley in Q3 2023 and has held it in 11 quarters since.
  • NBC Securities's W.R. Berkley position peaked at $82K in Q2 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.