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

New York Life 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 		$3.09M Sell
43,816
-455
-1% -$30.5K 0.02% 465
2026
Q1 		$2.93M Buy
44,271
+670
+2% +$46.1K 0.02% 453
2025
Q4 		$3.06M Buy
43,601
+2,935
+7% +$216K 0.03% 427
2025
Q3 		$3.12M Sell
40,666
-89
-0.2% -$6.34K 0.03% 441
2025
Q2 		$2.99M Buy
40,755
+603
+2% +$43.2K 0.03% 440
2025
Q1 		$2.86M Sell
40,152
-243
-0.6% -$14.9K 0.03% 460
2024
Q4 		$2.36M Buy
40,395
+369
+0.9% +$22.1K 0.02% 515
2024
Q3 		$2.27M Sell
40,026
-1,640
-4% -$92.1K 0.02% 549
2024
Q2 		$2.18M Buy
41,666
+80
+0.2% +$4.29K 0.02% 534
2024
Q1 		$2.45M Sell
41,586
-1,794
-4% -$97K 0.02% 509
2023
Q4 		$2.05M Sell
43,380
-272
-0.6% -$12.4K 0.02% 540
2023
Q3 		$1.85M Buy
43,652
+830
+2% +$34.4K 0.02% 531
2023
Q2 		$1.7M Sell
42,822
-602
-1% -$23.7K 0.02% 544
2023
Q1 		$1.8M Sell
43,424
-3
-0% -$134 0.02% 532
2022
Q4 		$2.1M Buy
43,427
+72
+0.2% +$3.47K 0.02% 508
2022
Q3 		$1.87M Sell
43,355
-937
-2% -$40.7K 0.02% 525
2022
Q2 		$2.02M Buy
+44,292
New +$2.01M 0.02% 507

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 $3.38T AUM 44.17% 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

New York Life Investment Management's WRB Position: Q2 2026 in Review

New York Life Investment Management reduced its W.R. Berkley (WRB) stake by 1% in Q2 2026, selling an estimated $30.5K and leaving 43,816 shares worth $3.09M. The position accounts for 0.02% of the portfolio, ranked #465.

New York Life Investment Management first reported a position in WRB in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.12M in Q3 2025. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • New York Life Investment Management held 43,816 shares of W.R. Berkley worth $3.09M as of Q2 2026.
  • New York Life Investment Management sold 455 W.R. Berkley shares in Q2 2026, an estimated $30.5K.
  • W.R. Berkley made up 0.02% of New York Life Investment Management's portfolio in Q2 2026, its #465 holding.
  • New York Life Investment Management first reported a position in W.R. Berkley in Q2 2022 and has held it in 17 quarters since.
  • New York Life Investment Management's W.R. Berkley position peaked at $3.12M in Q3 2025.
  • 953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.