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

Ostrum 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 		$1.58M Hold
22,457
– – 0.08% 186
2026
Q1 		$1.49M Buy
22,457
+2,588
+13% +$178K 0.08% 175
2025
Q4 		$1.39M Sell
19,869
-17,254
-46% -$1.27M 0.07% 219
2025
Q3 		$2.84M Buy
37,123
+6,666
+22% +$475K 0.13% 145
2025
Q2 		$2.24M Sell
30,457
-4,701
-13% -$337K 0.1% 183
2025
Q1 		$2.5M Sell
35,158
-6,998
-17% -$429K 0.13% 152
2024
Q4 		$2.47M Sell
42,156
-1,731
-4% -$104K 0.21% 148
2024
Q3 		$2.49M Buy
43,887
+532
+1% +$29.9K 0.21% 172
2024
Q2 		$2.27M Sell
43,355
-8,463
-16% -$453K 0.2% 173
2024
Q1 		$3.06M Hold
51,818
– – 0.24% 126
2023
Q4 		$2.44M Buy
51,818
+4,674
+10% +$213K 0.21% 154
2023
Q3 		$2M Buy
47,144
+12,578
+36% +$521K 0.18% 186
2023
Q2 		$1.37M Buy
34,566
+31
+0.1% +$1.22K 0.12% 243
2023
Q1 		$1.43M Buy
+34,535
New +$1.55M 0.12% 234

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

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

Ostrum Asset Management held its W.R. Berkley (WRB) position steady in Q2 2026 at 22,457 shares worth $1.58M. The position accounts for 0.08% of the portfolio, ranked #186.

Ostrum Asset Management first reported a position in WRB in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.06M in Q1 2024. 949 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Ostrum Asset Management held 22,457 shares of W.R. Berkley worth $1.58M as of Q2 2026.
  • Ostrum Asset Management left its W.R. Berkley share count unchanged in Q2 2026.
  • W.R. Berkley made up 0.08% of Ostrum Asset Management's portfolio in Q2 2026, its #186 holding.
  • Ostrum Asset Management first reported a position in W.R. Berkley in Q1 2023 and has held it in 14 quarters since.
  • Ostrum Asset Management's W.R. Berkley position peaked at $3.06M in Q1 2024.
  • 949 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Ostrum Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.