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Savant Capital’s W.R. Berkley WRB Stock Holding History

Savant Capital’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 		$1.18M Buy
16,685
+1,315
+9% +$88.1K ﹤0.01% 815
2026
Q1 		$1.02M Sell
15,370
-612
-4% -$42.2K ﹤0.01% 628
2025
Q4 		$1.12M Sell
15,982
-295
-2% -$21.7K 0.01% 557
2025
Q3 		$1.25M Sell
16,277
-329
-2% -$23.4K 0.01% 501
2025
Q2 		$1.22M Buy
16,606
+2,857
+21% +$205K 0.01% 465
2025
Q1 		$978K Buy
13,749
+504
+4% +$30.9K 0.01% 481
2024
Q4 		$775K Buy
13,245
+901
+7% +$54K 0.01% 743
2024
Q3 		$700K Buy
+12,344
New +$693K 0.01% 755
2024
Q2 		– Sell
-4,182
Closed -$247K – 1347
2024
Q1 		$247K Buy
+4,182
New +$226K ﹤0.01% 963

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

Savant Capital's WRB Position: Q2 2026 in Review

Savant Capital increased its W.R. Berkley (WRB) stake by 8.6% in Q2 2026, buying an estimated $88.1K and bringing the position to 16,685 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Savant Capital first reported a position in WRB in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.25M in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Savant Capital held 16,685 shares of W.R. Berkley worth $1.18M as of Q2 2026.
  • Savant Capital bought 1,315 W.R. Berkley shares in Q2 2026, an estimated $88.1K.
  • W.R. Berkley made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #815 holding.
  • Savant Capital first reported a position in W.R. Berkley in Q1 2024 and has held it in 9 quarters since.
  • Savant Capital's W.R. Berkley position peaked at $1.25M in Q3 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.