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SJS Investment Consulting’s W.R. Berkley WRB Stock Holding History

SJS Investment Consulting’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 		$55.8K Buy
791
+724
+1,081% +$48.5K 0.01% 420
2026
Q1 		$4.44K Sell
67
-46
-41% -$3.17K ﹤0.01% 1069
2025
Q4 		$7.92K Buy
113
+26
+30% +$1.92K ﹤0.01% 840
2025
Q3 		$6.67K Buy
87
+58
+200% +$4.13K ﹤0.01% 667
2025
Q2 		$2.13K Sell
29
-21
-42% -$1.5K ﹤0.01% 552
2025
Q1 		$3.56K Buy
50
+2
+4% +$123 ﹤0.01% 542
2024
Q4 		$2.81K Sell
48
-10
-17% -$599 ﹤0.01% 579
2024
Q3 		$3.29K Sell
58
-1
-2% -$56 ﹤0.01% 595
2024
Q2 		$3.06K Sell
59
-1
-2% -$54 ﹤0.01% 563
2024
Q1 		$3.54K Sell
60
-3
-5% -$162 ﹤0.01% 545
2023
Q4 		$2.97K Buy
63
+10
+19% +$456 ﹤0.01% 519
2023
Q3 		$2.22K Buy
53
+6
+13% +$249 ﹤0.01% 593
2023
Q2 		$1.85K Buy
47
+20
+74% +$786 ﹤0.01% 636
2023
Q1 		$1.12K Sell
27
-54
-67% -$2.42K ﹤0.01% 846
2022
Q4 		$3.92K Buy
81
+43
+113% +$2.07K ﹤0.01% 405
2022
Q3 		$2K Buy
+38
New +$1.65K ﹤0.01% 561
2022
Q1 		$0 Buy
+11
New +$439 ﹤0.01% 1393

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

SJS Investment Consulting's WRB Position: Q2 2026 in Review

SJS Investment Consulting increased its W.R. Berkley (WRB) stake by 1,081% in Q2 2026, buying an estimated $48.5K and bringing the position to 791 shares worth $55.8K. The position accounts for 0.01% of the portfolio, ranked #420.

SJS Investment Consulting first reported a position in WRB in Q1 2022 and has held it in 17 quarters since. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • SJS Investment Consulting held 791 shares of W.R. Berkley worth $55.8K as of Q2 2026.
  • SJS Investment Consulting bought 724 W.R. Berkley shares in Q2 2026, an estimated $48.5K.
  • W.R. Berkley made up 0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #420 holding.
  • SJS Investment Consulting first reported a position in W.R. Berkley in Q1 2022 and has held it in 17 quarters since.
  • 953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.