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

Rakuten 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	$3.09M	Buy	+43,571	New	+$2.92M	0.01%	356
2026 Q1	–	Sell	-39,630	Closed	-$2.81M	–	601
2025 Q4	$2.81M	Sell	39,630 -20,979	-35%	-$1.55M	0.01%	381
2025 Q3	$1.36M	Buy	+60,609	New	+$4.32M	﹤0.01%	463
2025 Q1	$1.96M	Buy	+27,571	New	+$1.69M	0.01%	378
2024 Q3	$969K	Buy	17,147 +4,179	+32%	+$235K	0.01%	354
2024 Q2	$686K	Buy	12,968 +4,746	+58%	+$254K	﹤0.01%	347
2024 Q1	$485K	Buy	8,222 +7,463	+983%	+$404K	﹤0.01%	328
2023 Q4	$35.6K	Buy	+759	New	+$34.6K	﹤0.01%	354

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Rakuten Investment Management opened a new position in W.R. Berkley (WRB) in Q2 2026: 43,571 shares worth $3.09M. The stake represents 0.01% of the portfolio and ranks #356 among its holdings. This is a return to the name: Rakuten Investment Management previously reported a position in WRB as recently as Q4 2025.

Rakuten Investment Management first reported a position in WRB in Q4 2023 and has held it in 8 quarters since. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Rakuten Investment Management held 43,571 shares of W.R. Berkley worth $3.09M as of Q2 2026.
W.R. Berkley was a new Rakuten Investment Management position in Q2 2026.
W.R. Berkley made up 0.01% of Rakuten Investment Management's portfolio in Q2 2026, its #356 holding.
Rakuten Investment Management first reported a position in W.R. Berkley in Q4 2023 and has held it in 8 quarters since.
953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.