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Owl Creek Wealth Partners’s W.R. Berkley WRB Stock Holding History

Owl Creek Wealth Partners’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 		$12K Buy
170
+5
+3% +$335 ﹤0.01% 787
2026
Q1 		$10.9K Buy
+165
New +$11.4K ﹤0.01% 760

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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

Owl Creek Wealth Partners's WRB Position: Q2 2026 in Review

Owl Creek Wealth Partners increased its W.R. Berkley (WRB) stake by 3% in Q2 2026, buying an estimated $335 and bringing the position to 170 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Owl Creek Wealth Partners first reported a position in WRB in Q1 2026 and has held it in 2 quarters since. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Owl Creek Wealth Partners held 170 shares of W.R. Berkley worth $12K as of Q2 2026.
  • Owl Creek Wealth Partners bought 5 W.R. Berkley shares in Q2 2026, an estimated $335.
  • W.R. Berkley made up ﹤0.01% of Owl Creek Wealth Partners's portfolio in Q2 2026, its #787 holding.
  • Owl Creek Wealth Partners first reported a position in W.R. Berkley in Q1 2026 and has held it in 2 quarters since.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Owl Creek Wealth Partners's 13F filing for Q2 2026, filed 20 Jul 2026.