NVWM LLC’s W.R. Berkley WRB Stock Holding History

NVWM LLC’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	$353	Buy	+5	New	+$335	﹤0.01%	713
2026 Q1	–	Sell	-5	Closed	-$351	–	772
2025 Q4	$351	Buy	+5	New	+$368	﹤0.01%	679

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

NVWM LLC's WRB Position: Q2 2026 in Review

NVWM LLC opened a new position in W.R. Berkley (WRB) in Q2 2026: 5 shares worth $353. The stake represents ﹤0.01% of the portfolio and ranks #713 among its holdings. This is a return to the name: NVWM LLC previously reported a position in WRB as recently as Q4 2025.

NVWM LLC first reported a position in WRB in Q4 2025 and has held it in 2 quarters since. 949 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

NVWM LLC held 5 shares of W.R. Berkley worth $353 as of Q2 2026.
W.R. Berkley was a new NVWM LLC position in Q2 2026.
W.R. Berkley made up ﹤0.01% of NVWM LLC's portfolio in Q2 2026, its #713 holding.
NVWM LLC first reported a position in W.R. Berkley in Q4 2025 and has held it in 2 quarters since.
949 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on NVWM LLC's 13F filing for Q2 2026, filed 29 Jul 2026.