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NEOS Investment Management’s W.R. Berkley WRB Stock Holding History

NEOS Investment 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 		$3.51M Buy
49,818
+3,360
+7% +$225K 0.01% 430
2026
Q1 		$3.08M Sell
46,458
-13,160
-22% -$906K 0.02% 418
2025
Q4 		$4.18M Buy
59,618
+7,378
+14% +$544K 0.02% 356
2025
Q3 		$4M Buy
52,240
+26,906
+106% +$1.92M 0.03% 335
2025
Q2 		$1.86M Buy
25,334
+5,349
+27% +$383K 0.02% 385
2025
Q1 		$1.42M Buy
19,985
+3,758
+23% +$230K 0.03% 385
2024
Q4 		$950K Buy
16,227
+3,729
+30% +$223K 0.02% 416
2024
Q3 		$709K Buy
12,498
+2,436
+24% +$137K 0.02% 438
2024
Q2 		$527K Buy
10,062
+2,988
+42% +$160K 0.02% 440
2024
Q1 		$417K Buy
7,074
+2,746
+63% +$149K 0.03% 427
2023
Q4 		$204K Buy
+4,328
New +$197K 0.02% 496

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

NEOS Investment Management's WRB Position: Q2 2026 in Review

NEOS Investment Management increased its W.R. Berkley (WRB) stake by 7.2% in Q2 2026, buying an estimated $225K and bringing the position to 49,818 shares worth $3.51M. The position accounts for 0.01% of the portfolio, ranked #430.

NEOS Investment Management first reported a position in WRB in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.18M in Q4 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • NEOS Investment Management held 49,818 shares of W.R. Berkley worth $3.51M as of Q2 2026.
  • NEOS Investment Management bought 3,360 W.R. Berkley shares in Q2 2026, an estimated $225K.
  • W.R. Berkley made up 0.01% of NEOS Investment Management's portfolio in Q2 2026, its #430 holding.
  • NEOS Investment Management first reported a position in W.R. Berkley in Q4 2023 and has held it in 11 quarters since.
  • NEOS Investment Management's W.R. Berkley position peaked at $4.18M in Q4 2025.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.