OQS
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Occudo Quantitative Strategies’s W.R. Berkley WRB Stock Holding History

Occudo Quantitative Strategies’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 		– Sell
-11,863
Closed -$793K – 991
2026
Q1 		$793K Sell
11,863
-14,022
-54% -$966K 0.04% 433
2025
Q4 		$1.82M Buy
+25,885
New +$1.91M 0.12% 223
2023
Q4 		– Sell
-52,400
Closed -$2.22M – 1243
2023
Q3 		$2.22M Sell
52,400
-37,378
-42% -$1.55M 0.29% 80
2023
Q2 		$3.56M Sell
89,778
-72,659
-45% -$2.86M 0.37% 45
2023
Q1 		$6.74M Buy
+162,437
New +$7.27M 0.61% 20
2022
Q4 		– Sell
-17,930
Closed -$772K – 1422
2022
Q3 		$772K Buy
+17,930
New +$778K 0.06% 514
2021
Q1 		– Sell
-36,007
Closed -$1.06M – 948
2020
Q4 		$1.06M Buy
+36,007
New +$1.04M 0.33% 53

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

Occudo Quantitative Strategies's WRB Position: Q2 2026 in Review

Occudo Quantitative Strategies sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 11,863 shares — an estimated $793K sold.

Occudo Quantitative Strategies first reported a position in WRB in Q4 2020 and held it in 7 quarters. The position peaked at $6.74M in Q1 2023. 949 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Occudo Quantitative Strategies reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 11,863 W.R. Berkley shares in Q2 2026, an estimated $793K.
  • Occudo Quantitative Strategies first reported a position in W.R. Berkley in Q4 2020 and held it in 7 quarters.
  • Occudo Quantitative Strategies's W.R. Berkley position peaked at $6.74M in Q1 2023.
  • 949 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.