Resona Asset Management’s W.R. Berkley WRB Stock Holding History

Resona Asset 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	$6.92M	Sell	97,996 -20,498	-17%	-$1.37M	0.03%	410
2026 Q1	$7.85M	Sell	118,494 -19,641	-14%	-$1.35M	0.04%	385
2025 Q4	$9.7M	Buy	138,135 +570	+0.4%	+$42K	0.05%	329
2025 Q3	$10.5M	Sell	137,565 -5,717	-4%	-$407K	0.05%	323
2025 Q2	$10.5M	Buy	143,282 +7,567	+6%	+$542K	0.05%	328
2025 Q1	$9.66M	Buy	135,715 +3,852	+3%	+$236K	0.06%	301
2024 Q4	$7.72M	Sell	131,863 -4,425	-3%	-$265K	0.05%	352
2024 Q3	$7.73M	Buy	136,288 +1,801	+1%	+$101K	0.04%	357
2024 Q2	$7.05M	Sell	134,487 -348	-0.3%	-$18.6K	0.04%	365
2024 Q1	$7.95M	Buy	+134,835	New	+$7.29M	0.05%	349

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 $3.37T AUM 44.26% 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

Resona Asset Management's WRB Position: Q2 2026 in Review

Resona Asset Management reduced its W.R. Berkley (WRB) stake by 17% in Q2 2026, selling an estimated $1.37M and leaving 97,996 shares worth $6.92M. The position accounts for 0.03% of the portfolio, ranked #410.

Resona Asset Management first reported a position in WRB in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.5M in Q3 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Resona Asset Management held 97,996 shares of W.R. Berkley worth $6.92M as of Q2 2026.
Resona Asset Management sold 20,498 W.R. Berkley shares in Q2 2026, an estimated $1.37M.
W.R. Berkley made up 0.03% of Resona Asset Management's portfolio in Q2 2026, its #410 holding.
Resona Asset Management first reported a position in W.R. Berkley in Q1 2024 and has held it in 10 quarters since.
Resona Asset Management's W.R. Berkley position peaked at $10.5M in Q3 2025.
946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

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