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Ogorek Anthony Joseph’s W.R. Berkley WRB Stock Holding History

Ogorek Anthony Joseph’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 		$7K Hold
108
– – ﹤0.01% 461
2026
Q1 		$7K Hold
108
– – ﹤0.01% 448
2025
Q4 		$7K Hold
108
– – ﹤0.01% 444
2025
Q3 		$8K Hold
108
– – ﹤0.01% 434
2025
Q2 		$7K Hold
108
– – ﹤0.01% 444
2025
Q1 		$7K Buy
+108
New +$6.62K ﹤0.01% 433

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

Ogorek Anthony Joseph's WRB Position: Q2 2026 in Review

Ogorek Anthony Joseph held its W.R. Berkley (WRB) position steady in Q2 2026 at 108 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Ogorek Anthony Joseph first reported a position in WRB in Q1 2025 and has held it in 6 quarters since. The position peaked at $8K in Q3 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Ogorek Anthony Joseph held 108 shares of W.R. Berkley worth $7K as of Q2 2026.
  • Ogorek Anthony Joseph left its W.R. Berkley share count unchanged in Q2 2026.
  • W.R. Berkley made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #461 holding.
  • Ogorek Anthony Joseph first reported a position in W.R. Berkley in Q1 2025 and has held it in 6 quarters since.
  • Ogorek Anthony Joseph's W.R. Berkley position peaked at $8K in Q3 2025.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.