West Family Investments’s W.R. Berkley WRB Stock Holding History

West Family Investments’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	$305K	Buy	4,331 +797	+23%	+$53.4K	0.09%	329
2026 Q1	$234K	Sell	3,534 -383	-10%	-$26.4K	0.08%	218
2025 Q4	$275K	Sell	3,917 -339	-8%	-$25K	0.06%	271
2025 Q3	$326K	Buy	4,256 +41	+1%	+$2.92K	0.07%	271
2025 Q2	$310K	Buy	4,215 +342	+9%	+$24.5K	0.08%	248
2025 Q1	$276K	Hold	3,873	–	–	0.1%	180
2024 Q4	$227K	Sell	3,873 -82	-2%	-$4.91K	0.08%	247
2024 Q3	$224K	Sell	3,955 -2	-0.1%	-$112	0.08%	254
2024 Q2	$207K	Buy	+3,957	New	+$212K	0.06%	232

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

West Family Investments's WRB Position: Q2 2026 in Review

West Family Investments increased its W.R. Berkley (WRB) stake by 23% in Q2 2026, buying an estimated $53.4K and bringing the position to 4,331 shares worth $305K. The position accounts for 0.09% of the portfolio, ranked #329.

West Family Investments first reported a position in WRB in Q2 2024 and has held it in 9 quarters since. The position peaked at $326K in Q3 2025. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

West Family Investments held 4,331 shares of W.R. Berkley worth $305K as of Q2 2026.
West Family Investments bought 797 W.R. Berkley shares in Q2 2026, an estimated $53.4K.
W.R. Berkley made up 0.09% of West Family Investments's portfolio in Q2 2026, its #329 holding.
West Family Investments first reported a position in W.R. Berkley in Q2 2024 and has held it in 9 quarters since.
West Family Investments's W.R. Berkley position peaked at $326K in Q3 2025.
948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.