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Sentry Investment Management’s W.R. Berkley WRB Stock Holding History

Sentry Investment Management’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
Q1 		– Sell
-745
Closed -$52K – 490
2025
Q4 		$52K Hold
745
– – 0.03% 351
2025
Q3 		$58K Sell
745
-134
-15% -$9.54K 0.04% 330
2025
Q2 		$62K Hold
879
– – 0.03% 361
2025
Q1 		$57K Sell
879
-262
-23% -$16.1K 0.04% 346
2024
Q4 		$67K Sell
1,141
-186
-14% -$11.1K 0.03% 367
2024
Q3 		$75K Sell
1,327
-1
-0.1% -$56 0.03% 384
2024
Q2 		$69K Sell
1,328
-271
-17% -$14.5K 0.03% 377
2024
Q1 		$94K Hold
1,599
– – 0.04% 357
2023
Q4 		$75K Sell
1,599
-173
-10% -$7.89K 0.03% 396
2023
Q3 		$75K Sell
1,772
-241
-12% -$9.98K 0.04% 408
2023
Q2 		$80K Hold
2,013
– – 0.03% 428
2023
Q1 		$84K Sell
2,013
-23
-1% -$1.03K 0.03% 394
2022
Q4 		$98K Buy
2,036
+240
+13% +$11.6K 0.04% 372
2022
Q3 		$77K Sell
1,796
-487
-21% -$21.1K 0.04% 404
2022
Q2 		$104K Buy
2,283
+142
+7% +$6.46K 0.05% 359
2022
Q1 		$95K Sell
2,141
-359
-14% -$14.3K 0.03% 442
2021
Q4 		$92K Hold
2,500
– – 0.02% 440
2021
Q3 		$81K Buy
2,500
+2,194
+717% +$72.3K 0.02% 462
2021
Q2 		$10K Sell
306
-2,896
-90% -$100K ﹤0.01% 463
2021
Q1 		$107K Sell
3,202
-15,289
-83% -$472K 0.03% 426
2020
Q4 		$546K Hold
18,491
– – 0.03% 389
2020
Q3 		$503K Hold
18,491
– – 0.03% 365
2020
Q2 		$471K Sell
18,491
-1,971
-10% -$48.3K 0.03% 402
2020
Q1 		$474K Buy
20,462
+4,397
+27% +$131K 0.04% 318
2019
Q4 		$493K Buy
+16,065
New +$496K 0.03% 394

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Sentry Investment Management's WRB Position: Q1 2026 in Review

Sentry Investment Management sold out of W.R. Berkley (WRB) in Q1 2026, closing a stake of 745 shares — an estimated $52K sold.

Sentry Investment Management first reported a position in WRB in Q4 2019 and held it in 25 quarters. The position peaked at $546K in Q4 2020. 925 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Sentry Investment Management reported no remaining W.R. Berkley position as of Q1 2026 after selling out during the quarter.
  • Sentry Investment Management sold 745 W.R. Berkley shares in Q1 2026, an estimated $52K.
  • Sentry Investment Management first reported a position in W.R. Berkley in Q4 2019 and held it in 25 quarters.
  • Sentry Investment Management's W.R. Berkley position peaked at $546K in Q4 2020.
  • 925 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.