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Summit Securities Group’s W.R. Berkley WRB Stock Holding History

Summit Securities 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 		$4.8K Buy
68
+19
+39% +$1.27K ﹤0.01% 984
2026
Q1 		$3.25K Sell
49
-396
-89% -$27.3K ﹤0.01% 873
2025
Q4 		$31.2K Sell
445
-72
-14% -$5.31K ﹤0.01% 714
2025
Q3 		$39.6K Buy
517
+316
+157% +$22.5K 0.01% 623
2025
Q2 		$14.8K Buy
+201
New +$14.4K ﹤0.01% 800
2024
Q1 		– Sell
-150
Closed -$7K – 946
2023
Q4 		$7K Buy
+150
New +$6.84K ﹤0.01% 539
2023
Q3 		– Sell
-395
Closed -$16K – 1064
2023
Q2 		$16K Sell
395
-202
-34% -$7.94K ﹤0.01% 694
2023
Q1 		$25K Buy
597
+286
+92% +$12.8K ﹤0.01% 588
2022
Q4 		$15K Sell
311
-5,205
-94% -$251K ﹤0.01% 966
2022
Q3 		$237K Buy
5,516
+4,859
+740% +$211K 0.02% 395
2022
Q2 		$30K Buy
657
+528
+409% +$24K ﹤0.01% 678
2022
Q1 		$6K Buy
+129
New +$5.14K ﹤0.01% 950

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 Securities Group's WRB Position: Q2 2026 in Review

Summit Securities Group increased its W.R. Berkley (WRB) stake by 39% in Q2 2026, buying an estimated $1.27K and bringing the position to 68 shares worth $4.8K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

Summit Securities Group first reported a position in WRB in Q1 2022 and has held it in 12 quarters since. The position peaked at $237K in Q3 2022. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Summit Securities Group held 68 shares of W.R. Berkley worth $4.8K as of Q2 2026.
  • Summit Securities Group bought 19 W.R. Berkley shares in Q2 2026, an estimated $1.27K.
  • W.R. Berkley made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #984 holding.
  • Summit Securities Group first reported a position in W.R. Berkley in Q1 2022 and has held it in 12 quarters since.
  • Summit Securities Group's W.R. Berkley position peaked at $237K in Q3 2022.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.