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Summit Financial’s W.R. Berkley WRB Stock Holding History

Summit Financial’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 		$310K Buy
+4,366
New +$293K ﹤0.01% 1315
2026
Q1 		– Sell
-3,063
Closed -$215K – 1473
2025
Q4 		$215K Buy
3,063
+34
+1% +$2.51K ﹤0.01% 1222
2025
Q3 		$232K Sell
3,029
-106
-3% -$7.55K ﹤0.01% 1157
2025
Q2 		$230K Buy
+3,135
New +$225K 0.01% 751

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

Summit Financial's WRB Position: Q2 2026 in Review

Summit Financial opened a new position in W.R. Berkley (WRB) in Q2 2026: 4,366 shares worth $310K. The stake represents ﹤0.01% of the portfolio and ranks #1315 among its holdings. This is a return to the name: Summit Financial previously reported a position in WRB as recently as Q4 2025.

Summit Financial first reported a position in WRB in Q2 2025 and has held it in 4 quarters since. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Summit Financial held 4,366 shares of W.R. Berkley worth $310K as of Q2 2026.
  • W.R. Berkley was a new Summit Financial position in Q2 2026.
  • W.R. Berkley made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1315 holding.
  • Summit Financial first reported a position in W.R. Berkley in Q2 2025 and has held it in 4 quarters since.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

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