Tealwood Asset Management’s W.R. Berkley WRB Stock Holding History

Tealwood Asset 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	$2.76M	Buy	39,084 +683	+2%	+$45.8K	1.06%	32
2026 Q1	$2.54M	Sell	38,401 -218	-0.6%	-$15K	1.16%	23
2025 Q4	$2.71M	Buy	38,619 +113	+0.3%	+$8.33K	1.22%	17
2025 Q3	$2.95M	Sell	38,506 -1,240	-3%	-$88.3K	1.19%	17
2025 Q2	$2.92M	Sell	39,746 -1,189	-3%	-$85.2K	1.3%	10
2025 Q1	$2.91M	Sell	40,935 -107	-0.3%	-$6.56K	1.35%	7
2024 Q4	$2.4M	Buy	41,042 +585	+1%	+$35K	0.99%	34
2024 Q3	$2.29M	Sell	40,457 -603	-1%	-$33.9K	1%	34
2024 Q2	$2.15M	Sell	41,060 -129	-0.3%	-$6.91K	1.3%	31
2024 Q1	$2.43M	Buy	+41,189	New	+$2.23M	1.09%	20

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

Tealwood Asset Management's WRB Position: Q2 2026 in Review

Tealwood Asset Management increased its W.R. Berkley (WRB) stake by 1.8% in Q2 2026, buying an estimated $45.8K and bringing the position to 39,084 shares worth $2.76M. The position accounts for 1.06% of the portfolio, ranked #32.

Tealwood Asset Management first reported a position in WRB in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.95M in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Tealwood Asset Management held 39,084 shares of W.R. Berkley worth $2.76M as of Q2 2026.
Tealwood Asset Management bought 683 W.R. Berkley shares in Q2 2026, an estimated $45.8K.
W.R. Berkley made up 1.06% of Tealwood Asset Management's portfolio in Q2 2026, its #32 holding.
Tealwood Asset Management first reported a position in W.R. Berkley in Q1 2024 and has held it in 10 quarters since.
Tealwood Asset Management's W.R. Berkley position peaked at $2.95M in Q3 2025.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Tealwood Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.