Sachetta’s W.R. Berkley WRB Stock Holding History

Sachetta’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	$6.28K	Buy	89 +43	+93%	+$2.88K	﹤0.01%	589
2026 Q1	$3.05K	Hold	46	–	–	﹤0.01%	800
2025 Q4	$3.23K	Hold	46	–	–	﹤0.01%	653
2025 Q3	$3.52K	Hold	46	–	–	﹤0.01%	691
2025 Q2	$3.38K	Hold	46	–	–	﹤0.01%	681
2025 Q1	$3.27K	Hold	46	–	–	﹤0.01%	665
2024 Q4	$2.69K	Hold	46	–	–	﹤0.01%	756
2024 Q3	$2.61K	Sell	46 -23	-33%	-$1.29K	﹤0.01%	808
2024 Q2	$2.55K	Buy	69 +52	+306%	+$2.79K	﹤0.01%	760
2024 Q1	$778	Hold	17	–	–	﹤0.01%	978
2023 Q4	$778	Buy	+17	New	+$775	﹤0.01%	978

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

Sachetta's WRB Position: Q2 2026 in Review

Sachetta increased its W.R. Berkley (WRB) stake by 93% in Q2 2026, buying an estimated $2.88K and bringing the position to 89 shares worth $6.28K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Sachetta first reported a position in WRB in Q4 2023 and has held it in 11 quarters since. 949 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Sachetta held 89 shares of W.R. Berkley worth $6.28K as of Q2 2026.
Sachetta bought 43 W.R. Berkley shares in Q2 2026, an estimated $2.88K.
W.R. Berkley made up ﹤0.01% of Sachetta's portfolio in Q2 2026, its #589 holding.
Sachetta first reported a position in W.R. Berkley in Q4 2023 and has held it in 11 quarters since.
949 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.