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Principal Securities’s W.R. Berkley WRB Stock Holding History

Principal Securities’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 		$607K Buy
8,613
+1,913
+29% +$128K 0.01% 995
2026
Q1 		$444K Buy
6,700
+429
+7% +$29.5K 0.01% 1034
2025
Q4 		$440K Sell
6,271
-1,702
-21% -$125K 0.01% 986
2025
Q3 		$611K Sell
7,973
-410
-5% -$29.2K 0.01% 837
2025
Q2 		$616K Buy
8,383
+1,429
+21% +$102K 0.01% 773
2025
Q1 		$407K Hold
6,954
– – 0.01% 856
2024
Q4 		$407K Buy
6,954
+2,474
+55% +$148K 0.01% 849
2024
Q3 		$254K Buy
4,480
+2,345
+110% +$132K 0.01% 1008
2024
Q2 		$112K Buy
2,135
+282
+15% +$15.1K ﹤0.01% 1281
2024
Q1 		$109K Buy
1,853
+168
+10% +$9.09K ﹤0.01% 1246
2023
Q4 		$79.4K Buy
+1,685
New +$76.8K ﹤0.01% 1273

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Principal Securities's WRB Position: Q2 2026 in Review

Principal Securities increased its W.R. Berkley (WRB) stake by 29% in Q2 2026, buying an estimated $128K and bringing the position to 8,613 shares worth $607K. The position accounts for 0.01% of the portfolio, ranked #995.

Principal Securities first reported a position in WRB in Q4 2023 and has held it in 11 quarters since. The position peaked at $616K in Q2 2025. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Principal Securities held 8,613 shares of W.R. Berkley worth $607K as of Q2 2026.
  • Principal Securities bought 1,913 W.R. Berkley shares in Q2 2026, an estimated $128K.
  • W.R. Berkley made up 0.01% of Principal Securities's portfolio in Q2 2026, its #995 holding.
  • Principal Securities first reported a position in W.R. Berkley in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's W.R. Berkley position peaked at $616K in Q2 2025.
  • 948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.