Silver Oak Securities’s W.R. Berkley WRB Stock Holding History

Silver Oak 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	$697K	Buy	9,880 +681	+7%	+$45.6K	0.04%	368
2026 Q1	$610K	Buy	9,199 +461	+5%	+$31.8K	0.04%	372
2025 Q4	$619K	Sell	8,738 -15	-0.2%	-$1.1K	0.04%	405
2025 Q3	$671K	Sell	8,753 -639	-7%	-$45.5K	0.05%	356
2025 Q2	$690K	Buy	+9,392	New	+$673K	0.06%	335
2025 Q1	–	Sell	-9,831	Closed	-$575K	–	718
2024 Q4	$575K	Sell	9,831 -4,247	-30%	-$254K	0.05%	343
2024 Q3	$793K	Buy	14,078 +12,849	+1,045%	+$721K	0.08%	250
2024 Q2	$64.4K	Sell	1,229 -111	-8%	-$5.95K	0.01%	438
2024 Q1	$79K	Buy	+1,340	New	+$72.5K	0.01%	436

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Silver Oak Securities's WRB Position: Q2 2026 in Review

Silver Oak Securities increased its W.R. Berkley (WRB) stake by 7.4% in Q2 2026, buying an estimated $45.6K and bringing the position to 9,880 shares worth $697K. The position accounts for 0.04% of the portfolio, ranked #368.

Silver Oak Securities first reported a position in WRB in Q1 2024 and has held it in 9 quarters since. The position peaked at $793K in Q3 2024. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Silver Oak Securities held 9,880 shares of W.R. Berkley worth $697K as of Q2 2026.
Silver Oak Securities bought 681 W.R. Berkley shares in Q2 2026, an estimated $45.6K.
W.R. Berkley made up 0.04% of Silver Oak Securities's portfolio in Q2 2026, its #368 holding.
Silver Oak Securities first reported a position in W.R. Berkley in Q1 2024 and has held it in 9 quarters since.
Silver Oak Securities's W.R. Berkley position peaked at $793K in Q3 2024.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.