PIM
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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
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 $3.9B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Pullen Investment Management's WRB Position: Q1 2026 in Review

Pullen Investment Management reduced its W.R. Berkley (WRB) stake by 2% in Q1 2026, selling an estimated $30.4K and leaving 21,400 shares worth $1.42M. The position accounts for 0.71% of the portfolio, ranked #59.

Pullen Investment Management first reported a position in WRB in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.69M in Q3 2025. 920 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Pullen Investment Management held 21,400 shares of W.R. Berkley worth $1.42M as of Q1 2026.
  • Pullen Investment Management sold 442 W.R. Berkley shares in Q1 2026, an estimated $30.4K.
  • W.R. Berkley made up 0.71% of Pullen Investment Management's portfolio in Q1 2026, its #59 holding.
  • Pullen Investment Management first reported a position in W.R. Berkley in Q1 2024 and has held it in 9 quarters since.
  • Pullen Investment Management's W.R. Berkley position peaked at $1.69M in Q3 2025.
  • 920 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Pullen Investment Management's 13F filing for Q1 2026, filed 15 Apr 2026.