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Pullen Investment Management’s W.R. Berkley WRB Stock Holding History

Pullen Investment 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 		$1.53M Buy
21,738
+338
+2% +$22.6K 0.71% 53
2026
Q1 		$1.42M Sell
21,400
-442
-2% -$30.4K 0.71% 59
2025
Q4 		$1.53M Sell
21,842
-189
-0.9% -$13.9K 0.81% 49
2025
Q3 		$1.69M Buy
22,031
+49
+0.2% +$3.49K 0.91% 42
2025
Q2 		$1.62M Sell
21,982
-118
-0.5% -$8.46K 0.97% 46
2025
Q1 		$1.57M Sell
22,100
-854
-4% -$52.3K 0.99% 39
2024
Q4 		$1.34M Buy
22,954
+161
+0.7% +$9.64K 0.87% 45
2024
Q3 		$1.29M Sell
22,793
-736
-3% -$41.3K 0.95% 36
2024
Q2 		$1.23M Sell
23,529
-488
-2% -$26.1K 1.02% 34
2024
Q1 		$1.42M Buy
+24,017
New +$1.3M 1.2% 28

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

Pullen Investment Management's WRB Position: Q2 2026 in Review

Pullen Investment Management increased its W.R. Berkley (WRB) stake by 1.6% in Q2 2026, buying an estimated $22.6K and bringing the position to 21,738 shares worth $1.53M. The position accounts for 0.71% of the portfolio, ranked #53.

Pullen Investment Management first reported a position in WRB in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.69M in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Pullen Investment Management held 21,738 shares of W.R. Berkley worth $1.53M as of Q2 2026.
  • Pullen Investment Management bought 338 W.R. Berkley shares in Q2 2026, an estimated $22.6K.
  • W.R. Berkley made up 0.71% of Pullen Investment Management's portfolio in Q2 2026, its #53 holding.
  • Pullen Investment Management first reported a position in W.R. Berkley in Q1 2024 and has held it in 10 quarters since.
  • Pullen Investment Management's W.R. Berkley position peaked at $1.69M in Q3 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Pullen Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.