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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
Q2 		– Sell
-13,885
Closed -$974K – 1965
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 $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 $3.38T AUM 44.17% 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

Vise Technologies's WRB Position: Q2 2026 in Review

Vise Technologies sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 13,885 shares — an estimated $974K sold.

Vise Technologies first reported a position in WRB in Q4 2024 and held it in 5 quarters. The position peaked at $974K in Q1 2026. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Vise Technologies reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
  • Vise Technologies sold 13,885 W.R. Berkley shares in Q2 2026, an estimated $974K.
  • Vise Technologies first reported a position in W.R. Berkley in Q4 2024 and held it in 5 quarters.
  • Vise Technologies's W.R. Berkley position peaked at $974K in Q1 2026.
  • 953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.