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Stratos Investment Management’s W.R. Berkley WRB Stock Holding History

Stratos Investment Management’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 		$263K Buy
3,722
+215
+6% +$14.4K 0.01% 340
2026
Q1 		$232K Buy
3,507
+84
+2% +$5.79K 0.01% 344
2025
Q4 		$240K Sell
3,423
-36
-1% -$2.65K 0.01% 322
2025
Q3 		$265K Buy
3,459
+45
+1% +$3.2K 0.01% 311
2025
Q2 		$251K Buy
3,414
+100
+3% +$7.17K 0.01% 323
2025
Q1 		$236K Buy
+3,314
New +$203K 0.01% 282

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

Stratos Investment Management's WRB Position: Q2 2026 in Review

Stratos Investment Management increased its W.R. Berkley (WRB) stake by 6.1% in Q2 2026, buying an estimated $14.4K and bringing the position to 3,722 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #340.

Stratos Investment Management first reported a position in WRB in Q1 2025 and has held it in 6 quarters since. The position peaked at $265K in Q3 2025. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Stratos Investment Management held 3,722 shares of W.R. Berkley worth $263K as of Q2 2026.
  • Stratos Investment Management bought 215 W.R. Berkley shares in Q2 2026, an estimated $14.4K.
  • W.R. Berkley made up 0.01% of Stratos Investment Management's portfolio in Q2 2026, its #340 holding.
  • Stratos Investment Management first reported a position in W.R. Berkley in Q1 2025 and has held it in 6 quarters since.
  • Stratos Investment Management's W.R. Berkley position peaked at $265K in Q3 2025.
  • 953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.