Parnassus Investments
WRB icon

Parnassus Investments’s W.R. Berkley WRB Stock Holding History

Parnassus Investments’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 		$55M Sell
779,771
-26,332
-3% -$1.76M 0.15% 81
2026
Q1 		$53.4M Buy
806,103
+12,405
+2% +$854K 0.16% 84
2025
Q4 		$55.7M Sell
793,698
-67,068
-8% -$4.94M 0.14% 85
2025
Q3 		$66M Sell
860,766
-33,551
-4% -$2.39M 0.15% 79
2025
Q2 		$65.7M Sell
894,317
-83,857
-9% -$6.01M 0.15% 82
2025
Q1 		$69.6M Sell
978,174
-82,293
-8% -$5.04M 0.17% 85
2024
Q4 		$62.1M Sell
1,060,467
-73,747
-7% -$4.42M 0.14% 92
2024
Q3 		$64.3M Sell
1,134,214
-41,890
-4% -$2.35M 0.14% 90
2024
Q2 		$61.6M Sell
1,176,104
-135,951
-10% -$7.28M 0.13% 93
2024
Q1 		$77.4M Buy
+1,312,055
New +$71M 0.17% 88

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

Parnassus Investments's WRB Position: Q2 2026 in Review

Parnassus Investments reduced its W.R. Berkley (WRB) stake by 3.3% in Q2 2026, selling an estimated $1.76M and leaving 779,771 shares worth $55M. The position accounts for 0.15% of the portfolio, ranked #81.

Parnassus Investments first reported a position in WRB in Q1 2024 and has held it in 10 quarters since. The position peaked at $77.4M in Q1 2024. 949 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Parnassus Investments held 779,771 shares of W.R. Berkley worth $55M as of Q2 2026.
  • Parnassus Investments sold 26,332 W.R. Berkley shares in Q2 2026, an estimated $1.76M.
  • W.R. Berkley made up 0.15% of Parnassus Investments's portfolio in Q2 2026, its #81 holding.
  • Parnassus Investments first reported a position in W.R. Berkley in Q1 2024 and has held it in 10 quarters since.
  • Parnassus Investments's W.R. Berkley position peaked at $77.4M in Q1 2024.
  • 949 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Parnassus Investments's 13F filing for Q2 2026, filed 29 Jul 2026.