T
WRB icon

TOBAM’s W.R. Berkley WRB Stock Holding History

TOBAM’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 		$641K Sell
9,083
-5,908
-39% -$396K 0.16% 128
2026
Q1 		$994K Sell
14,991
-2,325
-13% -$160K 0.26% 92
2025
Q4 		$1.21M Sell
17,316
-11,124
-39% -$820K 0.3% 85
2025
Q3 		$2.18M Sell
28,440
-45,975
-62% -$3.27M 0.79% 50
2025
Q2 		$5.47M Buy
74,415
+2,774
+4% +$199K 2.13% 12
2025
Q1 		$5.1M Buy
71,641
+1,736
+2% +$106K 2.18% 12
2024
Q4 		$4.09M Sell
69,905
-22,119
-24% -$1.32M 1.25% 28
2024
Q3 		$5.22M Buy
92,024
+33,396
+57% +$1.88M 0.95% 41
2024
Q2 		$3.07M Sell
58,628
-18,112
-24% -$970K 0.48% 59
2024
Q1 		$4.53M Sell
76,740
-464
-0.6% -$25.1K 0.41% 56
2023
Q4 		$3.64M Sell
77,204
-3,582
-4% -$163K 0.32% 60
2023
Q3 		$3.42M Sell
80,786
-57,406
-42% -$2.38M 0.27% 63
2023
Q2 		$5.49M Buy
138,192
+71,764
+108% +$2.82M 0.41% 58
2023
Q1 		$2.76M Buy
66,428
+28,593
+76% +$1.28M 0.18% 77
2022
Q4 		$1.83M Buy
37,835
+24,432
+182% +$1.18M 0.12% 92
2022
Q3 		$577K Hold
13,403
– – 0.04% 137
2022
Q2 		$610K Buy
13,403
+11,873
+776% +$540K 0.04% 156
2022
Q1 		$68K Buy
1,530
+423
+38% +$16.9K ﹤0.01% 352
2021
Q4 		$41K Hold
1,107
– – ﹤0.01% 393
2021
Q3 		$36K Hold
1,107
– – ﹤0.01% 409
2021
Q2 		$37K Hold
1,107
– – ﹤0.01% 401
2021
Q1 		$37K Hold
1,107
– – ﹤0.01% 394
2020
Q4 		$33K Buy
+1,107
New +$31.9K ﹤0.01% 401

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

TOBAM's WRB Position: Q2 2026 in Review

TOBAM reduced its W.R. Berkley (WRB) stake by 39% in Q2 2026, selling an estimated $396K and leaving 9,083 shares worth $641K. The position accounts for 0.16% of the portfolio, ranked #128.

TOBAM first reported a position in WRB in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.49M in Q2 2023. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • TOBAM held 9,083 shares of W.R. Berkley worth $641K as of Q2 2026.
  • TOBAM sold 5,908 W.R. Berkley shares in Q2 2026, an estimated $396K.
  • W.R. Berkley made up 0.16% of TOBAM's portfolio in Q2 2026, its #128 holding.
  • TOBAM first reported a position in W.R. Berkley in Q4 2020 and has held it in 23 quarters since.
  • TOBAM's W.R. Berkley position peaked at $5.49M in Q2 2023.
  • 948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on TOBAM's 13F filing for Q2 2026, filed 31 Jul 2026.