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WRB icon

&Partners’s W.R. Berkley WRB Stock Holding History

&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 		$7.39M Buy
105,210
+39,012
+59% +$2.61M 0.03% 472
2026
Q1 		$4.39M Buy
66,198
+2,247
+4% +$155K 0.02% 566
2025
Q4 		$4.48M Buy
63,951
+695
+1% +$51.2K 0.02% 534
2025
Q3 		$4.84M Buy
63,256
+635
+1% +$45.2K 0.03% 430
2025
Q2 		$4.6M Buy
62,621
+11,185
+22% +$802K 0.04% 384
2025
Q1 		$3.66M Buy
51,436
+3,849
+8% +$236K 0.04% 364
2024
Q4 		$2.76M Buy
47,587
+6,934
+17% +$415K 0.03% 402
2024
Q3 		$2.3M Buy
40,653
+9,309
+30% +$523K 0.04% 341
2024
Q2 		$1.64M Buy
+31,344
New +$1.68M 0.07% 237

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

&Partners's WRB Position: Q2 2026 in Review

&Partners increased its W.R. Berkley (WRB) stake by 59% in Q2 2026, buying an estimated $2.61M and bringing the position to 105,210 shares worth $7.39M. The position accounts for 0.03% of the portfolio, ranked #472.

&Partners first reported a position in WRB in Q2 2024 and has held it in 9 quarters since. 949 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • &Partners held 105,210 shares of W.R. Berkley worth $7.39M as of Q2 2026.
  • &Partners bought 39,012 W.R. Berkley shares in Q2 2026, an estimated $2.61M.
  • W.R. Berkley made up 0.03% of &Partners's portfolio in Q2 2026, its #472 holding.
  • &Partners first reported a position in W.R. Berkley in Q2 2024 and has held it in 9 quarters since.
  • 949 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.