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Silver Grove Financial Group’s W.R. Berkley WRB Stock Holding History

Silver Grove Financial Group’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 		$6.13K Buy
87
+75
+625% +$5.03K ﹤0.01% 1112
2026
Q1 		$795 Buy
+12
New +$826 ﹤0.01% 464

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

Silver Grove Financial Group's WRB Position: Q2 2026 in Review

Silver Grove Financial Group increased its W.R. Berkley (WRB) stake by 625% in Q2 2026, buying an estimated $5.03K and bringing the position to 87 shares worth $6.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1112.

Silver Grove Financial Group first reported a position in WRB in Q1 2026 and has held it in 2 quarters since. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Silver Grove Financial Group held 87 shares of W.R. Berkley worth $6.13K as of Q2 2026.
  • Silver Grove Financial Group bought 75 W.R. Berkley shares in Q2 2026, an estimated $5.03K.
  • W.R. Berkley made up ﹤0.01% of Silver Grove Financial Group's portfolio in Q2 2026, its #1112 holding.
  • Silver Grove Financial Group first reported a position in W.R. Berkley in Q1 2026 and has held it in 2 quarters since.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.