Thurston Springer Miller Herd & Titak’s W.R. Berkley WRB Stock Holding History

Thurston Springer Miller Herd & Titak’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	$54.7K	Sell	775 -1,695	-69%	-$114K	0.02%	454
2026 Q1	$164K	Sell	2,470 -75	-3%	-$5.17K	0.07%	292
2025 Q4	$178K	Buy	2,545 +1,784	+234%	+$131K	0.06%	267
2025 Q3	$58.3K	Sell	761 -5,615	-88%	-$400K	0.12%	194
2025 Q2	$468K	Buy	6,376 +2,150	+51%	+$154K	0.06%	253
2025 Q1	$301K	Buy	4,226 +2,220	+111%	+$136K	0.05%	250
2024 Q4	$117K	Buy	+2,006	New	+$120K	0.02%	361

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

Thurston Springer Miller Herd & Titak's WRB Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak reduced its W.R. Berkley (WRB) stake by 69% in Q2 2026, selling an estimated $114K and leaving 775 shares worth $54.7K. The position accounts for 0.02% of the portfolio, ranked #454.

Thurston Springer Miller Herd & Titak first reported a position in WRB in Q4 2024 and has held it in 7 quarters since. The position peaked at $468K in Q2 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Thurston Springer Miller Herd & Titak held 775 shares of W.R. Berkley worth $54.7K as of Q2 2026.
Thurston Springer Miller Herd & Titak sold 1,695 W.R. Berkley shares in Q2 2026, an estimated $114K.
W.R. Berkley made up 0.02% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #454 holding.
Thurston Springer Miller Herd & Titak first reported a position in W.R. Berkley in Q4 2024 and has held it in 7 quarters since.
Thurston Springer Miller Herd & Titak's W.R. Berkley position peaked at $468K in Q2 2025.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.