Nilsine Partners’s W.R. Berkley WRB Stock Holding History

Nilsine Partners’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	$258K	Buy	3,664 +256	+8%	+$17.2K	0.02%	379
2026 Q1	$226K	Sell	3,408 -563	-14%	-$38.8K	0.02%	388
2025 Q4	$278K	Buy	3,971 +62	+2%	+$4.57K	0.02%	338
2025 Q3	$300K	Buy	3,909 +15	+0.4%	+$1.07K	0.03%	325
2025 Q2	$286K	Buy	3,894 +486	+14%	+$34.8K	0.03%	322
2025 Q1	$243K	Buy	+3,408	New	+$209K	0.03%	331
2024 Q2	–	Sell	-3,510	Closed	-$207K	–	337
2024 Q1	$207K	Sell	3,510 -6,026	-63%	-$326K	0.03%	322
2023 Q4	$450K	Sell	9,536 -12,327	-56%	-$562K	0.07%	229
2023 Q3	$925K	Sell	21,863 -7,041	-24%	-$292K	0.14%	169
2023 Q2	$1.15M	Sell	28,904 -12	-0%	-$472	0.17%	153
2023 Q1	$1.2M	Buy	+28,916	New	+$1.29M	0.19%	142

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nilsine Partners's WRB Position: Q2 2026 in Review

Nilsine Partners increased its W.R. Berkley (WRB) stake by 7.5% in Q2 2026, buying an estimated $17.2K and bringing the position to 3,664 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #379.

Nilsine Partners first reported a position in WRB in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.2M in Q1 2023. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Nilsine Partners held 3,664 shares of W.R. Berkley worth $258K as of Q2 2026.
Nilsine Partners bought 256 W.R. Berkley shares in Q2 2026, an estimated $17.2K.
W.R. Berkley made up 0.02% of Nilsine Partners's portfolio in Q2 2026, its #379 holding.
Nilsine Partners first reported a position in W.R. Berkley in Q1 2023 and has held it in 11 quarters since.
Nilsine Partners's W.R. Berkley position peaked at $1.2M in Q1 2023.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Nilsine Partners's 13F filing for Q2 2026, filed 24 Jul 2026.