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

Tuttle 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 		$513K Buy
+7,268
New +$487K 0.35% 65
2019
Q4 		– Sell
-46,940
Closed -$1.49M – 251
2019
Q3 		$1.49M Buy
+46,940
New +$1.47M 0.39% 80

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

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

Tuttle Capital Management opened a new position in W.R. Berkley (WRB) in Q2 2026: 7,268 shares worth $513K. The stake represents 0.35% of the portfolio and ranks #65 among its holdings. This is a return to the name: Tuttle Capital Management previously reported a position in WRB as recently as Q3 2019.

Tuttle Capital Management first reported a position in WRB in Q3 2019 and has held it in 2 quarters since. The position peaked at $1.49M in Q3 2019. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Tuttle Capital Management held 7,268 shares of W.R. Berkley worth $513K as of Q2 2026.
  • W.R. Berkley was a new Tuttle Capital Management position in Q2 2026.
  • W.R. Berkley made up 0.35% of Tuttle Capital Management's portfolio in Q2 2026, its #65 holding.
  • Tuttle Capital Management first reported a position in W.R. Berkley in Q3 2019 and has held it in 2 quarters since.
  • Tuttle Capital Management's W.R. Berkley position peaked at $1.49M in Q3 2019.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Tuttle Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.