S&G Foundation’s W.R. Berkley WRB Stock Holding History

S&G Foundation’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	$238K	Hold	3,375	–	–	0.01%	18
2026 Q1	$224K	Buy	+3,375	New	+$232K	0.01%	18

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

S&G Foundation's WRB Position: Q2 2026 in Review

S&G Foundation held its W.R. Berkley (WRB) position steady in Q2 2026 at 3,375 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #18.

S&G Foundation first reported a position in WRB in Q1 2026 and has held it in 2 quarters since. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

S&G Foundation held 3,375 shares of W.R. Berkley worth $238K as of Q2 2026.
S&G Foundation left its W.R. Berkley share count unchanged in Q2 2026.
W.R. Berkley made up 0.01% of S&G Foundation's portfolio in Q2 2026, its #18 holding.
S&G Foundation first reported a position in W.R. Berkley in Q1 2026 and has held it in 2 quarters since.
946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on S&G Foundation's 13F filing for Q2 2026, filed 12 Aug 2026.