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Tradewinds LLC’s W.R. Berkley WRB Stock Holding History

Tradewinds LLC’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 		$400K Buy
+1,514
New +$101K 0.09% 144
2026
Q1 		– Sell
-3,013
Closed -$211K – 227
2025
Q4 		$211K Sell
3,013
-49
-2% -$3.61K 0.05% 203
2025
Q3 		$235K Buy
+3,062
New +$218K 0.06% 191
2025
Q2 		– Sell
-3,123
Closed -$222K – 268
2025
Q1 		$222K Buy
+3,123
New +$191K 0.06% 200

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

Tradewinds LLC's WRB Position: Q2 2026 in Review

Tradewinds LLC opened a new position in W.R. Berkley (WRB) in Q2 2026: 1,514 shares worth $400K. The stake represents 0.09% of the portfolio and ranks #144 among its holdings. This is a return to the name: Tradewinds LLC previously reported a position in WRB as recently as Q4 2025.

Tradewinds LLC first reported a position in WRB in Q1 2025 and has held it in 4 quarters since. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Tradewinds LLC held 1,514 shares of W.R. Berkley worth $400K as of Q2 2026.
  • W.R. Berkley was a new Tradewinds LLC position in Q2 2026.
  • W.R. Berkley made up 0.09% of Tradewinds LLC's portfolio in Q2 2026, its #144 holding.
  • Tradewinds LLC first reported a position in W.R. Berkley in Q1 2025 and has held it in 4 quarters since.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Tradewinds LLC's 13F filing for Q2 2026, filed 14 Aug 2026.