Siemens Fonds Invest’s W.R. Berkley WRB Stock Holding History

Siemens Fonds Invest’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	$579K	Sell	8,210 -522	-6%	-$35K	0.03%	332
2026 Q1	$579K	Sell	8,732 -1,186	-12%	-$81.7K	0.03%	311
2025 Q4	$702K	Buy	9,918 +1,026	+12%	+$75.6K	0.04%	289
2025 Q3	$681K	Sell	8,892 -10	-0.1%	-$712	0.04%	276
2025 Q2	$654K	Buy	8,902 +634	+8%	+$45.4K	0.04%	278
2025 Q1	$588K	Sell	8,268 -5,223	-39%	-$320K	0.04%	262
2024 Q4	$789K	Buy	13,491 +995	+8%	+$59.6K	0.05%	237
2024 Q3	$366K	Sell	12,496 -670	-5%	-$37.6K	0.03%	320
2024 Q2	$690K	Hold	13,166	–	–	0.05%	235
2024 Q1	$776K	Buy	13,166 +6,171	+88%	+$334K	0.06%	230
2023 Q4	$330K	Buy	+6,995	New	+$319K	0.03%	339

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Siemens Fonds Invest's WRB Position: Q2 2026 in Review

Siemens Fonds Invest reduced its W.R. Berkley (WRB) stake by 6% in Q2 2026, selling an estimated $35K and leaving 8,210 shares worth $579K. The position accounts for 0.03% of the portfolio, ranked #332.

Siemens Fonds Invest first reported a position in WRB in Q4 2023 and has held it in 11 quarters since. The position peaked at $789K in Q4 2024. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Siemens Fonds Invest held 8,210 shares of W.R. Berkley worth $579K as of Q2 2026.
Siemens Fonds Invest sold 522 W.R. Berkley shares in Q2 2026, an estimated $35K.
W.R. Berkley made up 0.03% of Siemens Fonds Invest's portfolio in Q2 2026, its #332 holding.
Siemens Fonds Invest first reported a position in W.R. Berkley in Q4 2023 and has held it in 11 quarters since.
Siemens Fonds Invest's W.R. Berkley position peaked at $789K in Q4 2024.
948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Siemens Fonds Invest's 13F filing for Q2 2026, filed 14 Aug 2026.