Tucker Asset Management’s W.R. Berkley WRB Stock Holding History

Tucker Asset 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 Q1	–	Sell	-16	Closed	-$1.12K	–	1031
2025 Q4	$1.12K	Buy	+16	New	+$1.18K	﹤0.01%	925
2025 Q1	–	Sell	-18	Closed	-$1.05K	–	946
2024 Q4	$1.05K	Hold	18	–	–	﹤0.01%	1314
2024 Q3	$1.02K	Sell	18 -3	-14%	-$168	﹤0.01%	1268
2024 Q2	$1.1K	Buy	+21	New	+$1.13K	﹤0.01%	1427
2023 Q2	–	Sell	-150	Closed	-$6.23K	–	1301
2023 Q1	$6.23K	Buy	+150	New	+$6.71K	﹤0.01%	651

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Tucker Asset Management's WRB Position: Q1 2026 in Review

Tucker Asset Management sold out of W.R. Berkley (WRB) in Q1 2026, closing a stake of 16 shares — an estimated $1.12K sold.

Tucker Asset Management first reported a position in WRB in Q1 2023 and held it in 5 quarters. The position peaked at $6.23K in Q1 2023. 926 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

Tucker Asset Management reported no remaining W.R. Berkley position as of Q1 2026 after selling out during the quarter.
Tucker Asset Management sold 16 W.R. Berkley shares in Q1 2026, an estimated $1.12K.
Tucker Asset Management first reported a position in W.R. Berkley in Q1 2023 and held it in 5 quarters.
Tucker Asset Management's W.R. Berkley position peaked at $6.23K in Q1 2023.
926 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.