TD Waterhouse Canada’s W.R. Berkley WRB Stock Holding History

TD Waterhouse Canada’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	$1.25M	Sell	17,680 -18,836	-52%	-$1.26M	﹤0.01%	660
2026 Q1	$2.38M	Buy	36,516 +33,491	+1,107%	+$2.31M	0.01%	524
2025 Q4	$212K	Buy	3,025 +480	+19%	+$35.4K	﹤0.01%	878
2025 Q3	$192K	Buy	2,545 +104	+4%	+$7.4K	﹤0.01%	883
2025 Q2	$178K	Buy	2,441 +1,269	+108%	+$91K	﹤0.01%	846
2025 Q1	$81.4K	Buy	1,172 +156	+15%	+$9.56K	﹤0.01%	987
2024 Q4	$59.4K	Sell	1,016 -61	-6%	-$3.65K	﹤0.01%	1051
2024 Q3	$62.2K	Buy	1,077 +846	+366%	+$47.5K	﹤0.01%	978
2024 Q2	$12.2K	Buy	231 +117	+103%	+$6.27K	﹤0.01%	1323
2024 Q1	$8.35K	Buy	+114	New	+$6.17K	﹤0.01%	1404

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TD Waterhouse Canada's WRB Position: Q2 2026 in Review

TD Waterhouse Canada reduced its W.R. Berkley (WRB) stake by 52% in Q2 2026, selling an estimated $1.26M and leaving 17,680 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #660.

TD Waterhouse Canada first reported a position in WRB in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.38M in Q1 2026. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

TD Waterhouse Canada held 17,680 shares of W.R. Berkley worth $1.25M as of Q2 2026.
TD Waterhouse Canada sold 18,836 W.R. Berkley shares in Q2 2026, an estimated $1.26M.
W.R. Berkley made up ﹤0.01% of TD Waterhouse Canada's portfolio in Q2 2026, its #660 holding.
TD Waterhouse Canada first reported a position in W.R. Berkley in Q1 2024 and has held it in 10 quarters since.
TD Waterhouse Canada's W.R. Berkley position peaked at $2.38M in Q1 2026.
948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on TD Waterhouse Canada's 13F filing for Q2 2026, filed 27 Jul 2026.