Spirepoint Private Client’s W.R. Berkley WRB Stock Holding History

Spirepoint Private Client’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	$329K	Sell	4,660 -30	-0.6%	-$2.01K	0.03%	258
2026 Q1	$311K	Sell	4,690 -324	-6%	-$22.3K	0.03%	248
2025 Q4	$352K	Buy	5,014 +1,181	+31%	+$87K	0.03%	212
2025 Q3	$294K	Buy	+3,833	New	+$273K	0.03%	221

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

Spirepoint Private Client's WRB Position: Q2 2026 in Review

Spirepoint Private Client reduced its W.R. Berkley (WRB) stake by 0.64% in Q2 2026, selling an estimated $2.01K and leaving 4,660 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #258.

Spirepoint Private Client first reported a position in WRB in Q3 2025 and has held it in 4 quarters since. The position peaked at $352K in Q4 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Spirepoint Private Client held 4,660 shares of W.R. Berkley worth $329K as of Q2 2026.
Spirepoint Private Client sold 30 W.R. Berkley shares in Q2 2026, an estimated $2.01K.
W.R. Berkley made up 0.03% of Spirepoint Private Client's portfolio in Q2 2026, its #258 holding.
Spirepoint Private Client first reported a position in W.R. Berkley in Q3 2025 and has held it in 4 quarters since.
Spirepoint Private Client's W.R. Berkley position peaked at $352K in Q4 2025.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.