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Vise Technologies’s W.R. Berkley WRB Stock Holding History

Vise Technologies’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
Q1 		$974K Hold
13,885
– – 0.02% 596
2025
Q4 		$974K Buy
13,885
+2,915
+27% +$215K 0.02% 600
2025
Q3 		$841K Buy
10,970
+468
+4% +$33.3K 0.03% 481
2025
Q2 		$772K Buy
+10,502
New +$753K 0.03% 500
2024
Q4 		$275K Buy
+4,693
New +$281K 0.02% 629

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Vise Technologies's WRB Position: Q1 2026 in Review

Vise Technologies held its W.R. Berkley (WRB) position steady in Q1 2026 at 13,885 shares worth $974K. The position accounts for 0.02% of the portfolio, ranked #596.

Vise Technologies first reported a position in WRB in Q4 2024 and has held it in 5 quarters since. 920 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Vise Technologies held 13,885 shares of W.R. Berkley worth $974K as of Q1 2026.
  • Vise Technologies left its W.R. Berkley share count unchanged in Q1 2026.
  • W.R. Berkley made up 0.02% of Vise Technologies's portfolio in Q1 2026, its #596 holding.
  • Vise Technologies first reported a position in W.R. Berkley in Q4 2024 and has held it in 5 quarters since.
  • 920 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.