WQ
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Wealth Quarterback’s W.R. Berkley WRB Stock Holding History

Wealth Quarterback’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 		$408K Buy
6,153
+148
+2% +$10.2K 0.16% 99
2025
Q4 		$421K Buy
6,005
+136
+2% +$10K 0.15% 106
2025
Q3 		$450K Sell
5,869
-302
-5% -$21.5K 0.17% 97
2025
Q2 		$453K Sell
6,171
-3,888
-39% -$279K 0.21% 89
2025
Q1 		$716K Sell
10,059
-209
-2% -$12.8K 0.4% 60
2024
Q4 		$601K Sell
10,268
-982
-9% -$58.8K 0.28% 62
2024
Q3 		$638K Sell
11,250
-519
-4% -$29.1K 0.33% 63
2024
Q2 		$617K Sell
11,769
-1,176
-9% -$63K 0.35% 60
2024
Q1 		$763K Sell
12,945
-1,794
-12% -$97K 0.43% 53
2023
Q4 		$695K Sell
14,739
-897
-6% -$40.9K 0.42% 54
2023
Q3 		$662K Buy
15,636
+354
+2% +$14.7K 0.57% 44
2023
Q2 		$607K Sell
15,282
-411
-3% -$16.2K 0.42% 48
2023
Q1 		$651K Sell
15,693
-162
-1% -$7.25K 0.55% 41
2022
Q4 		$767K Buy
15,855
+100
+0.6% +$4.82K 0.64% 34
2022
Q3 		$678K Sell
15,755
-5,683
-27% -$247K 0.72% 38
2022
Q2 		$976K Buy
+21,438
New +$975K 0.76% 25
2021
Q3 		$656K Sell
20,162
-504
-2% -$16.6K 0.44% 52
2021
Q2 		$684K Buy
+20,666
New +$715K 0.42% 57
2020
Q4 		$359K Sell
12,173
-9,994
-45% -$288K 0.3% 75
2020
Q3 		$564K Hold
22,167
– – 0.52% 54
2020
Q2 		$564K Buy
22,167
+18,745
+548% +$460K 0.52% 54
2020
Q1 		$165K Buy
+3,422
New +$102K 0.15% 118

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

Wealth Quarterback's WRB Position: Q1 2026 in Review

Wealth Quarterback increased its W.R. Berkley (WRB) stake by 2.5% in Q1 2026, buying an estimated $10.2K and bringing the position to 6,153 shares worth $408K. The position accounts for 0.16% of the portfolio, ranked #99.

Wealth Quarterback first reported a position in WRB in Q1 2020 and has held it in 22 quarters since. The position peaked at $976K in Q2 2022. 920 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Wealth Quarterback held 6,153 shares of W.R. Berkley worth $408K as of Q1 2026.
  • Wealth Quarterback bought 148 W.R. Berkley shares in Q1 2026, an estimated $10.2K.
  • W.R. Berkley made up 0.16% of Wealth Quarterback's portfolio in Q1 2026, its #99 holding.
  • Wealth Quarterback first reported a position in W.R. Berkley in Q1 2020 and has held it in 22 quarters since.
  • Wealth Quarterback's W.R. Berkley position peaked at $976K in Q2 2022.
  • 920 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Wealth Quarterback's 13F filing for Q1 2026, filed 9 Apr 2026.