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Roble Belko & Company’s W.R. Berkley WRB Stock Holding History

Roble Belko & Company’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 		$0 Sell
4
-4
-50% -$268 ﹤0.01% 497
2026
Q1 		$1K Hold
8
– – ﹤0.01% 438
2025
Q4 		$1K Hold
8
– – ﹤0.01% 447
2025
Q3 		$1K Hold
8
– – ﹤0.01% 419
2025
Q2 		$1K Buy
+8
New +$573 ﹤0.01% 402

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Roble Belko & Company's WRB Position: Q2 2026 in Review

Roble Belko & Company reduced its W.R. Berkley (WRB) stake by 50% in Q2 2026, selling an estimated $268 and leaving 4 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Roble Belko & Company first reported a position in WRB in Q2 2025 and has held it in 5 quarters since. The position peaked at $1K in Q1 2026. 949 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Roble Belko & Company held 4 shares of W.R. Berkley worth $0 as of Q2 2026.
  • Roble Belko & Company sold 4 W.R. Berkley shares in Q2 2026, an estimated $268.
  • W.R. Berkley made up ﹤0.01% of Roble Belko & Company's portfolio in Q2 2026, its #497 holding.
  • Roble Belko & Company first reported a position in W.R. Berkley in Q2 2025 and has held it in 5 quarters since.
  • Roble Belko & Company's W.R. Berkley position peaked at $1K in Q1 2026.
  • 949 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.