TruNorth Capital Management’s W.R. Berkley WRB Stock Holding History

TruNorth Capital 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	$370K	Hold	5,240	–	–	0.06%	82
2026 Q1	$347K	Hold	5,240	–	–	0.07%	72
2025 Q4	$367K	Buy	5,240 +4,469	+580%	+$329K	0.07%	73
2025 Q3	$59.1K	Buy	+771	New	+$54.9K	0.01%	166

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

TruNorth Capital Management's WRB Position: Q2 2026 in Review

TruNorth Capital Management held its W.R. Berkley (WRB) position steady in Q2 2026 at 5,240 shares worth $370K. The position accounts for 0.06% of the portfolio, ranked #82.

TruNorth Capital Management first reported a position in WRB in Q3 2025 and has held it in 4 quarters since. 949 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

TruNorth Capital Management held 5,240 shares of W.R. Berkley worth $370K as of Q2 2026.
TruNorth Capital Management left its W.R. Berkley share count unchanged in Q2 2026.
W.R. Berkley made up 0.06% of TruNorth Capital Management's portfolio in Q2 2026, its #82 holding.
TruNorth Capital Management first reported a position in W.R. Berkley in Q3 2025 and has held it in 4 quarters since.
949 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on TruNorth Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.