Smartleaf Asset Management’s W.R. Berkley WRB Stock Holding History

Smartleaf Asset Management’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	$214K	Hold	3,017	–	–	0.01%	802
2026 Q1	$200K	Buy	3,017 +50	+2%	+$3.44K	0.01%	786
2025 Q4	$210K	Sell	2,967 -358	-11%	-$26.4K	0.01%	781
2025 Q3	$253K	Buy	3,325 +1,147	+53%	+$81.7K	0.02%	644
2025 Q2	$157K	Sell	2,178 -2,941	-57%	-$211K	0.01%	665
2025 Q1	$365K	Sell	5,119 -170	-3%	-$10.4K	0.04%	425
2024 Q4	$310K	Buy	5,289 +188	+4%	+$11.3K	0.03%	429
2024 Q3	$288K	Buy	5,101 +848	+20%	+$47.6K	0.04%	398
2024 Q2	$225K	Buy	4,253 +1,500	+54%	+$80.3K	0.04%	351
2024 Q1	$162K	Buy	2,753 +723	+36%	+$39.1K	0.03%	408
2023 Q4	$95.3K	Buy	+2,030	New	+$92.5K	0.03%	434

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

Smartleaf Asset Management's WRB Position: Q2 2026 in Review

Smartleaf Asset Management held its W.R. Berkley (WRB) position steady in Q2 2026 at 3,017 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #802.

Smartleaf Asset Management first reported a position in WRB in Q4 2023 and has held it in 11 quarters since. The position peaked at $365K in Q1 2025. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Smartleaf Asset Management held 3,017 shares of W.R. Berkley worth $214K as of Q2 2026.
Smartleaf Asset Management left its W.R. Berkley share count unchanged in Q2 2026.
W.R. Berkley made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #802 holding.
Smartleaf Asset Management first reported a position in W.R. Berkley in Q4 2023 and has held it in 11 quarters since.
Smartleaf Asset Management's W.R. Berkley position peaked at $365K in Q1 2025.
948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.