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SBI Securities’s W.R. Berkley WRB Stock Holding History

SBI Securities’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 		$13.8K Buy
195
+130
+200% +$8.71K ﹤0.01% 1690
2026
Q1 		$4.31K Buy
65
+44
+210% +$3.03K ﹤0.01% 2100
2025
Q4 		$1.47K Sell
21
-29
-58% -$2.14K ﹤0.01% 2503
2025
Q3 		$3.83K Sell
50
-4
-7% -$285 ﹤0.01% 2158
2025
Q2 		$3.97K Buy
54
+19
+54% +$1.36K ﹤0.01% 2099
2025
Q1 		$2.49K Buy
35
+11
+46% +$674 ﹤0.01% 2200
2024
Q4 		$1.4K Buy
+24
New +$1.44K ﹤0.01% 2453

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

SBI Securities's WRB Position: Q2 2026 in Review

SBI Securities increased its W.R. Berkley (WRB) stake by 200% in Q2 2026, buying an estimated $8.71K and bringing the position to 195 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1690.

SBI Securities first reported a position in WRB in Q4 2024 and has held it in 7 quarters since. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • SBI Securities held 195 shares of W.R. Berkley worth $13.8K as of Q2 2026.
  • SBI Securities bought 130 W.R. Berkley shares in Q2 2026, an estimated $8.71K.
  • W.R. Berkley made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #1690 holding.
  • SBI Securities first reported a position in W.R. Berkley in Q4 2024 and has held it in 7 quarters since.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.