Romano Brothers & Co’s W.R. Berkley WRB Stock Holding History

Romano Brothers & Co’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	$407K	Hold	5,770	–	–	0.04%	258
2026 Q1	$382K	Hold	5,770	–	–	0.04%	260
2025 Q4	$405K	Sell	5,770 -150	-3%	-$11.1K	0.05%	249
2025 Q3	$454K	Hold	5,920	–	–	0.05%	230
2025 Q2	$435K	Hold	5,920	–	–	0.05%	234
2025 Q1	$421K	Hold	5,920	–	–	0.05%	229
2024 Q4	$346K	Sell	5,920 -792	-12%	-$47.4K	0.04%	247
2024 Q3	$381K	Sell	6,712 -1	-0%	-$56	0.05%	237
2024 Q2	$352K	Hold	6,713	–	–	0.05%	239
2024 Q1	$396K	Sell	6,713 -225	-3%	-$12.2K	0.05%	231
2023 Q4	$327K	Hold	6,938	–	–	0.05%	240
2023 Q3	$294K	Hold	6,938	–	–	0.05%	251
2023 Q2	$275K	Hold	6,938	–	–	0.04%	266
2023 Q1	$288K	Hold	6,938	–	–	0.04%	258
2022 Q4	$336K	Sell	6,938 -355	-5%	-$17.1K	0.05%	245
2022 Q3	$314K	Buy	+7,293	New	+$317K	0.05%	243

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

Romano Brothers & Co's WRB Position: Q2 2026 in Review

Romano Brothers & Co held its W.R. Berkley (WRB) position steady in Q2 2026 at 5,770 shares worth $407K. The position accounts for 0.04% of the portfolio, ranked #258.

Romano Brothers & Co first reported a position in WRB in Q3 2022 and has held it in 16 quarters since. The position peaked at $454K in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Romano Brothers & Co held 5,770 shares of W.R. Berkley worth $407K as of Q2 2026.
Romano Brothers & Co left its W.R. Berkley share count unchanged in Q2 2026.
W.R. Berkley made up 0.04% of Romano Brothers & Co's portfolio in Q2 2026, its #258 holding.
Romano Brothers & Co first reported a position in W.R. Berkley in Q3 2022 and has held it in 16 quarters since.
Romano Brothers & Co's W.R. Berkley position peaked at $454K in Q3 2025.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.