WS
WRB icon

Wedbush Securities’s W.R. Berkley WRB Stock Holding History

Wedbush Securities’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 		$1.08M Sell
15,326
-1,550
-9% -$104K 0.03% 455
2026
Q1 		$1.12M Buy
16,876
+126
+0.8% +$8.68K 0.03% 412
2025
Q4 		$1.18M Buy
16,750
+678
+4% +$50K 0.03% 397
2025
Q3 		$1.23M Sell
16,072
-942
-6% -$67.1K 0.04% 362
2025
Q2 		$1.25M Buy
17,014
+842
+5% +$60.4K 0.04% 350
2025
Q1 		$1.15M Sell
16,172
-703
-4% -$43.1K 0.04% 351
2024
Q4 		$988K Buy
16,875
+1,066
+7% +$63.8K 0.04% 383
2024
Q3 		$897K Buy
15,809
+840
+6% +$47.2K 0.03% 397
2024
Q2 		$784K Buy
14,969
+612
+4% +$32.8K 0.03% 449
2024
Q1 		$846K Sell
14,357
-276
-2% -$14.9K 0.03% 449
2023
Q4 		$690K Buy
14,633
+32
+0.2% +$1.46K 0.03% 447
2023
Q3 		$618K Buy
+14,601
New +$605K 0.03% 447

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Wedbush Securities's WRB Position: Q2 2026 in Review

Wedbush Securities reduced its W.R. Berkley (WRB) stake by 9.2% in Q2 2026, selling an estimated $104K and leaving 15,326 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #455.

Wedbush Securities first reported a position in WRB in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.25M in Q2 2025. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Wedbush Securities held 15,326 shares of W.R. Berkley worth $1.08M as of Q2 2026.
  • Wedbush Securities sold 1,550 W.R. Berkley shares in Q2 2026, an estimated $104K.
  • W.R. Berkley made up 0.03% of Wedbush Securities's portfolio in Q2 2026, its #455 holding.
  • Wedbush Securities first reported a position in W.R. Berkley in Q3 2023 and has held it in 12 quarters since.
  • Wedbush Securities's W.R. Berkley position peaked at $1.25M in Q2 2025.
  • 948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.