Vanguard Personalized Indexing Management
WRB icon

Vanguard Personalized Indexing Management’s W.R. Berkley WRB Stock Holding History

Vanguard Personalized Indexing 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 		$3.35M Buy
47,493
+6,538
+16% +$438K 0.03% 466
2026
Q1 		$2.71M Buy
40,955
+948
+2% +$65.3K 0.03% 497
2025
Q4 		$2.81M Sell
40,007
-1,536
-4% -$113K 0.03% 485
2025
Q3 		$3.22M Buy
41,543
+2,087
+5% +$149K 0.03% 421
2025
Q2 		$2.94M Buy
39,456
+6,966
+21% +$499K 0.03% 447
2025
Q1 		$2.31M Buy
32,490
+2,552
+9% +$156K 0.03% 449
2024
Q4 		$1.75M Buy
29,938
+2,624
+10% +$157K 0.03% 520
2024
Q3 		$1.55M Buy
27,314
+3,038
+13% +$171K 0.03% 564
2024
Q2 		$1.27M Buy
24,276
+3,370
+16% +$181K 0.02% 576
2024
Q1 		$1.23M Buy
20,906
+650
+3% +$35.2K 0.03% 562
2023
Q4 		$955K Sell
20,256
-8,925
-31% -$407K 0.02% 673
2023
Q3 		$1.24M Buy
29,181
+688
+2% +$28.5K 0.04% 469
2023
Q2 		$1.13M Sell
28,493
-3,210
-10% -$126K 0.03% 510
2023
Q1 		$1.32M Buy
31,703
+7,856
+33% +$351K 0.05% 413
2022
Q4 		$1.15M Buy
23,847
+240
+1% +$11.6K 0.05% 455
2022
Q3 		$1.02M Sell
23,607
-402
-2% -$17.5K 0.05% 471
2022
Q2 		$1.09M Buy
24,009
+2,473
+11% +$112K 0.05% 423
2022
Q1 		$956K Buy
21,536
+3,043
+16% +$121K 0.05% 469
2021
Q4 		$677K Buy
+18,493
New +$656K 0.04% 575
2021
Q3 		– Sell
-9,011
Closed -$298K – 1062
2021
Q2 		$298K Buy
+9,011
New +$312K 0.03% 729

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

Vanguard Personalized Indexing Management's WRB Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its W.R. Berkley (WRB) stake by 16% in Q2 2026, buying an estimated $438K and bringing the position to 47,493 shares worth $3.35M. The position accounts for 0.03% of the portfolio, ranked #466.

Vanguard Personalized Indexing Management first reported a position in WRB in Q2 2021 and has held it in 20 quarters since. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Vanguard Personalized Indexing Management held 47,493 shares of W.R. Berkley worth $3.35M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 6,538 W.R. Berkley shares in Q2 2026, an estimated $438K.
  • W.R. Berkley made up 0.03% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #466 holding.
  • Vanguard Personalized Indexing Management first reported a position in W.R. Berkley in Q2 2021 and has held it in 20 quarters since.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.