StoneX Group’s W.R. Berkley WRB Stock Holding History

StoneX Group’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	$244K	Buy	+3,491	New	+$234K	0.01%	973
2026 Q1	–	Sell	-2,877	Closed	-$202K	–	1251
2025 Q4	$202K	Buy	+2,877	New	+$212K	0.01%	875

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

StoneX Group's WRB Position: Q2 2026 in Review

StoneX Group opened a new position in W.R. Berkley (WRB) in Q2 2026: 3,491 shares worth $244K. The stake represents 0.01% of the portfolio and ranks #973 among its holdings. This is a return to the name: StoneX Group previously reported a position in WRB as recently as Q4 2025.

StoneX Group first reported a position in WRB in Q4 2025 and has held it in 2 quarters since. 949 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

StoneX Group held 3,491 shares of W.R. Berkley worth $244K as of Q2 2026.
W.R. Berkley was a new StoneX Group position in Q2 2026.
W.R. Berkley made up 0.01% of StoneX Group's portfolio in Q2 2026, its #973 holding.
StoneX Group first reported a position in W.R. Berkley in Q4 2025 and has held it in 2 quarters since.
949 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.