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Voleon Capital Management’s W.R. Berkley WRB Stock Holding History

Voleon Capital 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
Q1 		$627K Buy
+9,456
New +$651K 0.01% 529
2025
Q4 		– Sell
-4,534
Closed -$347K – 1040
2025
Q3 		$347K Buy
+4,534
New +$323K 0.01% 684

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

Voleon Capital Management's WRB Position: Q1 2026 in Review

Voleon Capital Management opened a new position in W.R. Berkley (WRB) in Q1 2026: 9,456 shares worth $627K. The stake represents 0.01% of the portfolio and ranks #529 among its holdings. This is a return to the name: Voleon Capital Management previously reported a position in WRB as recently as Q3 2025.

Voleon Capital Management first reported a position in WRB in Q3 2025 and has held it in 2 quarters since. 921 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Voleon Capital Management held 9,456 shares of W.R. Berkley worth $627K as of Q1 2026.
  • W.R. Berkley was a new Voleon Capital Management position in Q1 2026.
  • W.R. Berkley made up 0.01% of Voleon Capital Management's portfolio in Q1 2026, its #529 holding.
  • Voleon Capital Management first reported a position in W.R. Berkley in Q3 2025 and has held it in 2 quarters since.
  • 921 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Voleon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.