TI
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Tidal Investments’s W.R. Berkley WRB Stock Holding History

Tidal Investments’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 		$4.87M Sell
69,008
-2,607
-4% -$175K 0.01% 954
2026
Q1 		$4.75M Buy
71,615
+51,649
+259% +$3.56M 0.01% 824
2025
Q4 		$1.4M Buy
19,966
+5,468
+38% +$403K ﹤0.01% 1098
2025
Q3 		$1.11M Sell
14,498
-3,732
-20% -$266K ﹤0.01% 1165
2025
Q2 		$1.34M Sell
18,230
-6,964
-28% -$499K 0.01% 898
2025
Q1 		$1.79M Sell
25,194
-1,877
-7% -$115K 0.01% 742
2024
Q4 		$1.58M Sell
27,071
-21,778
-45% -$1.3M 0.01% 798
2024
Q3 		$2.77M Buy
48,849
+19,569
+67% +$1.1M 0.03% 503
2024
Q2 		$1.53M Buy
29,280
+17,872
+157% +$957K 0.02% 683
2024
Q1 		$672K Sell
11,408
-4,257
-27% -$230K 0.01% 1065
2023
Q4 		$739K Sell
15,665
-7,123
-31% -$325K 0.02% 773
2023
Q3 		$965K Sell
22,788
-731
-3% -$30.3K 0.03% 555
2023
Q2 		$934K Sell
23,519
-2,233
-9% -$87.8K 0.03% 559
2023
Q1 		$1.07M Buy
25,752
+3,211
+14% +$144K 0.04% 465
2022
Q4 		$1.09M Buy
22,541
+8,469
+60% +$408K 0.04% 418
2022
Q3 		$606K Buy
14,072
+5,895
+72% +$256K 0.03% 505
2022
Q2 		$372K Sell
8,177
-42,838
-84% -$1.95M 0.01% 697
2022
Q1 		$227K Buy
+51,015
New +$2.03M 0.01% 960

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

Tidal Investments's WRB Position: Q2 2026 in Review

Tidal Investments reduced its W.R. Berkley (WRB) stake by 3.6% in Q2 2026, selling an estimated $175K and leaving 69,008 shares worth $4.87M. The position accounts for 0.01% of the portfolio, ranked #954.

Tidal Investments first reported a position in WRB in Q1 2022 and has held it in 18 quarters since. 952 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Tidal Investments held 69,008 shares of W.R. Berkley worth $4.87M as of Q2 2026.
  • Tidal Investments sold 2,607 W.R. Berkley shares in Q2 2026, an estimated $175K.
  • W.R. Berkley made up 0.01% of Tidal Investments's portfolio in Q2 2026, its #954 holding.
  • Tidal Investments first reported a position in W.R. Berkley in Q1 2022 and has held it in 18 quarters since.
  • 952 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.