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OP Asset Management’s W.R. Berkley WRB Stock Holding History

OP Asset 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 		$2.18M Hold
30,853
– – 0.02% 448
2026
Q1 		$2.04M Sell
30,853
-2,580
-8% -$178K 0.02% 439
2025
Q4 		$2.34M Hold
33,433
– – 0.03% 400
2025
Q3 		$2.56M Hold
33,433
– – 0.03% 382
2025
Q2 		$2.46M Buy
33,433
+1,559
+5% +$112K 0.04% 388
2025
Q1 		$2.27M Buy
+31,874
New +$1.95M 0.04% 394

Other funds holding WRB

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return
PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return

OP Asset Management's WRB Position: Q2 2026 in Review

OP Asset Management held its W.R. Berkley (WRB) position steady in Q2 2026 at 30,853 shares worth $2.18M. The position accounts for 0.02% of the portfolio, ranked #448.

OP Asset Management first reported a position in WRB in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.56M in Q3 2025. 374 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • OP Asset Management held 30,853 shares of W.R. Berkley worth $2.18M as of Q2 2026.
  • OP Asset Management left its W.R. Berkley share count unchanged in Q2 2026.
  • W.R. Berkley made up 0.02% of OP Asset Management's portfolio in Q2 2026, its #448 holding.
  • OP Asset Management first reported a position in W.R. Berkley in Q1 2025 and has held it in 6 quarters since.
  • OP Asset Management's W.R. Berkley position peaked at $2.56M in Q3 2025.
  • 374 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on OP Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.