Stoneridge Investment Partners’s W.R. Berkley WRB Stock Holding History

Stoneridge Investment Partners’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 Q1	$817K	Sell	12,324 -27,622	-69%	-$1.9M	0.59%	48
2025 Q4	$2.8M	Buy	+39,946	New	+$2.94M	1.95%	12
2024 Q4	–	Sell	-61,451	Closed	-$3.49M	–	166
2024 Q3	$3.49M	Sell	61,451 -501	-0.8%	-$28.1K	1.3%	23
2024 Q2	$3.25M	Buy	+61,952	New	+$3.32M	1.23%	23
2023 Q4	–	Sell	-79,350	Closed	-$3.36M	–	115
2023 Q3	$3.36M	Sell	79,350 -3,896	-5%	-$161K	1.59%	17
2023 Q2	$3.31M	Buy	83,246 +17,594	+27%	+$692K	1.44%	20
2023 Q1	$2.73M	Buy	65,652 +51,160	+353%	+$2.29M	1.44%	23
2022 Q4	$701K	Buy	+14,492	New	+$699K	0.39%	65
2022 Q1	–	Sell	-29,122	Closed	-$1.07M	–	133
2021 Q4	$1.07M	Sell	29,122 -63,353	-69%	-$2.25M	0.49%	55
2021 Q3	$3.01M	Buy	+92,475	New	+$3.05M	1.5%	22

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Stoneridge Investment Partners's WRB Position: Q1 2026 in Review

Stoneridge Investment Partners reduced its W.R. Berkley (WRB) stake by 69% in Q1 2026, selling an estimated $1.9M and leaving 12,324 shares worth $817K. The position accounts for 0.59% of the portfolio, ranked #48.

Stoneridge Investment Partners first reported a position in WRB in Q3 2021 and has held it in 10 quarters since. The position peaked at $3.49M in Q3 2024. 921 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

Stoneridge Investment Partners held 12,324 shares of W.R. Berkley worth $817K as of Q1 2026.
Stoneridge Investment Partners sold 27,622 W.R. Berkley shares in Q1 2026, an estimated $1.9M.
W.R. Berkley made up 0.59% of Stoneridge Investment Partners's portfolio in Q1 2026, its #48 holding.
Stoneridge Investment Partners first reported a position in W.R. Berkley in Q3 2021 and has held it in 10 quarters since.
Stoneridge Investment Partners's W.R. Berkley position peaked at $3.49M in Q3 2024.
921 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Stoneridge Investment Partners's 13F filing for Q1 2026, filed 6 May 2026.