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Rothschild Investment LLC’s W.R. Berkley WRB Stock Holding History

Rothschild Investment LLC’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 		$2.19M Buy
31,028
+12,312
+66% +$825K 0.08% 230
2026
Q1 		$1.24M Buy
18,716
+365
+2% +$25.1K 0.06% 228
2025
Q4 		$1.29M Sell
18,351
-14
-0.1% -$1.03K 0.07% 212
2025
Q3 		$1.41M Sell
18,365
-418
-2% -$29.8K 0.08% 190
2025
Q2 		$1.38M Buy
18,783
+53
+0.3% +$3.8K 0.09% 181
2025
Q1 		$1.33M Buy
18,730
+31
+0.2% +$1.9K 0.09% 198
2024
Q4 		$1.09M Buy
18,699
+12
+0.1% +$719 0.07% 221
2024
Q3 		$1.06M Sell
18,687
-98
-0.5% -$5.5K 0.07% 225
2024
Q2 		$984K Buy
18,785
+515
+3% +$27.6K 0.07% 229
2024
Q1 		$1.08M Buy
18,270
+17,826
+4,015% +$964K 0.08% 221
2023
Q4 		$20.9K Buy
+444
New +$20.2K ﹤0.01% 852

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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's WRB Position: Q2 2026 in Review

Rothschild Investment LLC increased its W.R. Berkley (WRB) stake by 66% in Q2 2026, buying an estimated $825K and bringing the position to 31,028 shares worth $2.19M. The position accounts for 0.08% of the portfolio, ranked #230.

Rothschild Investment LLC first reported a position in WRB in Q4 2023 and has held it in 11 quarters since. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Rothschild Investment LLC held 31,028 shares of W.R. Berkley worth $2.19M as of Q2 2026.
  • Rothschild Investment LLC bought 12,312 W.R. Berkley shares in Q2 2026, an estimated $825K.
  • W.R. Berkley made up 0.08% of Rothschild Investment LLC's portfolio in Q2 2026, its #230 holding.
  • Rothschild Investment LLC first reported a position in W.R. Berkley in Q4 2023 and has held it in 11 quarters since.
  • 953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.