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Salomon & Ludwin’s W.R. Berkley WRB Stock Holding History

Salomon & Ludwin’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 		$4.95K Hold
70
– – ﹤0.01% 1827
2026
Q1 		$4.62K Sell
70
-96
-58% -$6.61K ﹤0.01% 1784
2025
Q4 		$11.7K Hold
166
– – ﹤0.01% 1335
2025
Q3 		$12.8K Buy
+166
New +$11.8K ﹤0.01% 1131

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

Salomon & Ludwin's WRB Position: Q2 2026 in Review

Salomon & Ludwin held its W.R. Berkley (WRB) position steady in Q2 2026 at 70 shares worth $4.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1827.

Salomon & Ludwin first reported a position in WRB in Q3 2025 and has held it in 4 quarters since. The position peaked at $12.8K in Q3 2025. 952 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Salomon & Ludwin held 70 shares of W.R. Berkley worth $4.95K as of Q2 2026.
  • Salomon & Ludwin left its W.R. Berkley share count unchanged in Q2 2026.
  • W.R. Berkley made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1827 holding.
  • Salomon & Ludwin first reported a position in W.R. Berkley in Q3 2025 and has held it in 4 quarters since.
  • Salomon & Ludwin's W.R. Berkley position peaked at $12.8K in Q3 2025.
  • 952 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.