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Storgate’s W.R. Berkley WRB Stock Holding History

Storgate’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 		$540K Buy
7,654
+6
+0.1% +$402 0.11% 195
2026
Q1 		$507K Sell
7,648
-1,590
-17% -$110K 0.4% 57
2025
Q4 		$648K Buy
+9,238
New +$681K 0.53% 39

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 $3.38T AUM 44.17% 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

Storgate's WRB Position: Q2 2026 in Review

Storgate increased its W.R. Berkley (WRB) stake by 0.08% in Q2 2026, buying an estimated $402 and bringing the position to 7,654 shares worth $540K. The position accounts for 0.11% of the portfolio, ranked #195.

Storgate first reported a position in WRB in Q4 2025 and has held it in 3 quarters since. The position peaked at $648K in Q4 2025. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Storgate held 7,654 shares of W.R. Berkley worth $540K as of Q2 2026.
  • Storgate bought 6 W.R. Berkley shares in Q2 2026, an estimated $402.
  • W.R. Berkley made up 0.11% of Storgate's portfolio in Q2 2026, its #195 holding.
  • Storgate first reported a position in W.R. Berkley in Q4 2025 and has held it in 3 quarters since.
  • Storgate's W.R. Berkley position peaked at $648K in Q4 2025.
  • 953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

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