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Value Partners Investments’s W.R. Berkley WRB Stock Holding History

Value Partners Investments’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 		$3.02M Buy
+42,878
New +$2.87M 0.21% 48
2022
Q1 		– Sell
-9,000
Closed -$328K – 76
2021
Q4 		$328K Sell
9,000
-2,250
-20% -$79.8K 0.03% 67
2021
Q3 		$364K Hold
11,250
– – 0.03% 65
2021
Q2 		$372K Hold
11,250
– – 0.03% 64
2021
Q1 		$377K Buy
+11,250
New +$347K 0.03% 53

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

Value Partners Investments's WRB Position: Q2 2026 in Review

Value Partners Investments opened a new position in W.R. Berkley (WRB) in Q2 2026: 42,878 shares worth $3.02M. The stake represents 0.21% of the portfolio and ranks #48 among its holdings. This is a return to the name: Value Partners Investments previously reported a position in WRB as recently as Q4 2021.

Value Partners Investments first reported a position in WRB in Q1 2021 and has held it in 5 quarters since. 949 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Value Partners Investments held 42,878 shares of W.R. Berkley worth $3.02M as of Q2 2026.
  • W.R. Berkley was a new Value Partners Investments position in Q2 2026.
  • W.R. Berkley made up 0.21% of Value Partners Investments's portfolio in Q2 2026, its #48 holding.
  • Value Partners Investments first reported a position in W.R. Berkley in Q1 2021 and has held it in 5 quarters since.
  • 949 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Value Partners Investments's 13F filing for Q2 2026, filed 15 Jul 2026.