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Summitry LLC’s W.R. Berkley WRB Stock Holding History

Summitry LLC’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 		$200K Buy
+2,838
New +$190K 0.01% 336
2026
Q1 		– Sell
-2,955
Closed -$207K – 314
2025
Q4 		$207K Buy
+2,955
New +$218K 0.01% 238

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

Summitry LLC's WRB Position: Q2 2026 in Review

Summitry LLC opened a new position in W.R. Berkley (WRB) in Q2 2026: 2,838 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #336 among its holdings. This is a return to the name: Summitry LLC previously reported a position in WRB as recently as Q4 2025.

Summitry LLC first reported a position in WRB in Q4 2025 and has held it in 2 quarters since. The position peaked at $207K in Q4 2025. 949 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Summitry LLC held 2,838 shares of W.R. Berkley worth $200K as of Q2 2026.
  • W.R. Berkley was a new Summitry LLC position in Q2 2026.
  • W.R. Berkley made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #336 holding.
  • Summitry LLC first reported a position in W.R. Berkley in Q4 2025 and has held it in 2 quarters since.
  • Summitry LLC's W.R. Berkley position peaked at $207K in Q4 2025.
  • 949 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.