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

Rakuten 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
Q1 		– Sell
-11
Closed -$771 – 960
2025
Q4 		$771 Hold
11
– – ﹤0.01% 713
2025
Q3 		$843 Buy
11
+9
+450% +$641 ﹤0.01% 727
2025
Q2 		$147 Sell
2
-9
-82% -$645 ﹤0.01% 780
2025
Q1 		$783 Buy
+11
New +$674 ﹤0.01% 690

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Rakuten Securities's WRB Position: Q1 2026 in Review

Rakuten Securities sold out of W.R. Berkley (WRB) in Q1 2026, closing a stake of 11 shares — an estimated $771 sold.

Rakuten Securities first reported a position in WRB in Q1 2025 and held it in 4 quarters. The position peaked at $843 in Q3 2025. 925 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Rakuten Securities reported no remaining W.R. Berkley position as of Q1 2026 after selling out during the quarter.
  • Rakuten Securities sold 11 W.R. Berkley shares in Q1 2026, an estimated $771.
  • Rakuten Securities first reported a position in W.R. Berkley in Q1 2025 and held it in 4 quarters.
  • Rakuten Securities's W.R. Berkley position peaked at $843 in Q3 2025.
  • 925 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Rakuten Securities's 13F filing for Q1 2026, filed 1 May 2026.