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Steph & Co’s W.R. Berkley WRB Stock Holding History

Steph & Co’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 		$241K Buy
3,422
+930
+37% +$62.3K 0.06% 88
2026
Q1 		$165K Sell
2,492
-366
-13% -$25.2K 0.05% 103
2025
Q4 		$200K Buy
2,858
+707
+33% +$52.1K 0.06% 93
2025
Q3 		$165K Buy
2,151
+183
+9% +$13K 0.05% 113
2025
Q2 		$145K Buy
+1,968
New +$141K 0.05% 116

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

Steph & Co's WRB Position: Q2 2026 in Review

Steph & Co increased its W.R. Berkley (WRB) stake by 37% in Q2 2026, buying an estimated $62.3K and bringing the position to 3,422 shares worth $241K. The position accounts for 0.06% of the portfolio, ranked #88.

Steph & Co first reported a position in WRB in Q2 2025 and has held it in 5 quarters since. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Steph & Co held 3,422 shares of W.R. Berkley worth $241K as of Q2 2026.
  • Steph & Co bought 930 W.R. Berkley shares in Q2 2026, an estimated $62.3K.
  • W.R. Berkley made up 0.06% of Steph & Co's portfolio in Q2 2026, its #88 holding.
  • Steph & Co first reported a position in W.R. Berkley in Q2 2025 and has held it in 5 quarters since.
  • 948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.