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TwinBeech Capital’s W.R. Berkley WRB Stock Holding History

TwinBeech Capital’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 		– Sell
-36,100
Closed -$2.39M – 727
2026
Q1 		$2.39M Buy
+36,100
New +$2.49M 0.25% 125
2023
Q1 		– Sell
-264,939
Closed -$12.8M – 925
2022
Q4 		$12.8M Buy
+264,939
New +$12.8M 0.24% 117
2022
Q2 		– Sell
-27,183
Closed -$1.21M – 750
2022
Q1 		$1.21M Buy
27,183
+20,446
+303% +$815K 0.05% 298
2021
Q4 		$247K Buy
+6,737
New +$239K 0.01% 505
2021
Q1 		– Sell
-37,249
Closed -$1.1M – 701
2020
Q4 		$1.1M Buy
+37,249
New +$1.07M 0.18% 165

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

TwinBeech Capital's WRB Position: Q2 2026 in Review

TwinBeech Capital sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 36,100 shares — an estimated $2.39M sold.

TwinBeech Capital first reported a position in WRB in Q4 2020 and held it in 5 quarters. The position peaked at $12.8M in Q4 2022. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • TwinBeech Capital reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
  • TwinBeech Capital sold 36,100 W.R. Berkley shares in Q2 2026, an estimated $2.39M.
  • TwinBeech Capital first reported a position in W.R. Berkley in Q4 2020 and held it in 5 quarters.
  • TwinBeech Capital's W.R. Berkley position peaked at $12.8M in Q4 2022.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.