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

New Vernon 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
Q1 		$4.24M Buy
+64,046
New +$4.41M 4.51% 7
2025
Q4 		– Sell
-92,206
Closed -$7.06M – 42
2025
Q3 		$7.06M Hold
92,206
– – 6.59% 1
2025
Q2 		$6.77M Buy
92,206
+46,103
+100% +$3.3M 7.88% 2
2025
Q1 		$3.28M Buy
46,103
+32,902
+249% +$2.02M 4.39% 7
2024
Q4 		$2.28M Sell
13,201
-48,269
-79% -$2.89M 3.01% 15
2024
Q3 		$3.49M Hold
61,470
– – 3.75% 9
2024
Q2 		$3.22M Sell
61,470
-61,470
-50% -$3.29M 4.18% 9
2024
Q1 		$7.25M Hold
122,940
– – 6.16% 7
2023
Q4 		$5.8M Sell
122,940
-49,094
-29% -$2.24M 6.68% 4
2023
Q3 		$7.28M Hold
172,034
– – 11.13% 2
2023
Q2 		$6.83M Buy
172,034
+99,128
+136% +$3.9M 11.07% 2
2023
Q1 		$3.03M Hold
72,906
– – 6.23% 7
2022
Q4 		$3.53M Hold
72,906
– – 5.41% 10
2022
Q3 		$3.14M Hold
72,906
– – 6.4% 9
2022
Q2 		$3.32M Sell
72,906
-67,688
-48% -$3.08M 5.71% 10
2022
Q1 		$6.24M Hold
140,594
– – 8.7% 1
2021
Q4 		$5.15M Buy
140,594
+70,297
+100% +$2.49M 8.25% 2
2021
Q3 		$2.29M Hold
70,297
– – 3.88% 10
2021
Q2 		$2.33M Hold
70,297
– – 3.9% 10
2021
Q1 		$2.35M Hold
70,297
– – 3.9% 9
2020
Q4 		$2.08M Hold
70,297
– – 3.94% 8
2020
Q3 		$1.91M Buy
+70,297
New +$1.93M 4.31% 9
2019
Q4 		– Sell
-57,076
Closed -$1.83M – 42
2019
Q3 		$1.83M Sell
57,076
-57,076
-50% -$1.78M 3.84% 12
2019
Q2 		$3.35M Buy
114,152
+102,856
+911% +$2.81M 6.61% 3
2019
Q1 		$284K Sell
11,296
-415
-4% -$9.78K 0.68% 38
2018
Q4 		$256K Sell
11,711
-1,813
-13% -$40.7K 0.74% 37
2018
Q3 		$320K Buy
+13,524
New +$307K 0.38% 51

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

New Vernon Investment Management's WRB Position: Q1 2026 in Review

New Vernon Investment Management opened a new position in W.R. Berkley (WRB) in Q1 2026: 64,046 shares worth $4.24M. The stake represents 4.51% of the portfolio and ranks #7 among its holdings. This is a return to the name: New Vernon Investment Management previously reported a position in WRB as recently as Q3 2025.

New Vernon Investment Management first reported a position in WRB in Q3 2018 and has held it in 27 quarters since. The position peaked at $7.28M in Q3 2023. 921 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • New Vernon Investment Management held 64,046 shares of W.R. Berkley worth $4.24M as of Q1 2026.
  • W.R. Berkley was a new New Vernon Investment Management position in Q1 2026.
  • W.R. Berkley made up 4.51% of New Vernon Investment Management's portfolio in Q1 2026, its #7 holding.
  • New Vernon Investment Management first reported a position in W.R. Berkley in Q3 2018 and has held it in 27 quarters since.
  • New Vernon Investment Management's W.R. Berkley position peaked at $7.28M in Q3 2023.
  • 921 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on New Vernon Investment Management's 13F filing for Q1 2026, filed 15 May 2026.