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Severin Investments’s W.R. Berkley WRB Stock Holding History

Severin Investments’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
-4,964
Closed -$348K – 203
2025
Q4 		$348K Sell
4,964
-413
-8% -$30.4K 0.31% 138
2025
Q3 		$412K Buy
5,377
+24
+0.4% +$1.71K 0.37% 114
2025
Q2 		$393K Sell
5,353
-97
-2% -$6.95K 0.37% 121
2025
Q1 		$388K Buy
5,450
+223
+4% +$13.7K 0.39% 109
2024
Q4 		$306K Buy
+5,227
New +$313K 0.3% 145

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

Severin Investments's WRB Position: Q1 2026 in Review

Severin Investments sold out of W.R. Berkley (WRB) in Q1 2026, closing a stake of 4,964 shares — an estimated $348K sold.

Severin Investments first reported a position in WRB in Q4 2024 and held it in 5 quarters. The position peaked at $412K in Q3 2025. 925 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Severin Investments reported no remaining W.R. Berkley position as of Q1 2026 after selling out during the quarter.
  • Severin Investments sold 4,964 W.R. Berkley shares in Q1 2026, an estimated $348K.
  • Severin Investments first reported a position in W.R. Berkley in Q4 2024 and held it in 5 quarters.
  • Severin Investments's W.R. Berkley position peaked at $412K in Q3 2025.
  • 925 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Severin Investments's 13F filing for Q1 2026, filed 24 Apr 2026.