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Virtus Investment Advisers’s W.R. Berkley WRB Stock Holding History

Virtus Investment Advisers’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
-28,228
Closed -$1.87M – 515
2026
Q1 		$1.87M Buy
28,228
+1,960
+7% +$135K 0.52% 48
2025
Q4 		$1.84M Sell
26,268
-679
-3% -$50K 0.5% 74
2025
Q3 		$2.06M Buy
26,947
+7,288
+37% +$519K 0.59% 18
2025
Q2 		$1.44M Sell
19,659
-4,285
-18% -$307K 0.49% 96
2025
Q1 		$1.7M Buy
+23,944
New +$1.47M 0.46% 10

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

Virtus Investment Advisers's WRB Position: Q2 2026 in Review

Virtus Investment Advisers sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 28,228 shares — an estimated $1.87M sold.

Virtus Investment Advisers first reported a position in WRB in Q1 2025 and held it in 5 quarters. The position peaked at $2.06M in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Virtus Investment Advisers reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
  • Virtus Investment Advisers sold 28,228 W.R. Berkley shares in Q2 2026, an estimated $1.87M.
  • Virtus Investment Advisers first reported a position in W.R. Berkley in Q1 2025 and held it in 5 quarters.
  • Virtus Investment Advisers's W.R. Berkley position peaked at $2.06M in Q3 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.