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 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 $3.9B AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Rakuten Investment Management sold out of W.R. Berkley (WRB) in Q1 2026, closing a stake of 39,630 shares — an estimated $2.81M sold.

Rakuten Investment Management first reported a position in WRB in Q4 2023 and held it in 7 quarters. The position peaked at $2.81M in Q4 2025. 921 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

Rakuten Investment Management reported no remaining W.R. Berkley position as of Q1 2026 after selling out during the quarter.
Rakuten Investment Management sold 39,630 W.R. Berkley shares in Q1 2026, an estimated $2.81M.
Rakuten Investment Management first reported a position in W.R. Berkley in Q4 2023 and held it in 7 quarters.
Rakuten Investment Management's W.R. Berkley position peaked at $2.81M in Q4 2025.
921 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.