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Westerkirk Capital’s W.R. Berkley WRB Stock Holding History

Westerkirk Capital’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 		$371K Hold
5,600
– – 0.04% 161
2025
Q4 		$393K Hold
5,600
– – 0.04% 168
2025
Q3 		$429K Hold
5,600
– – 0.05% 202
2025
Q2 		$411K Buy
+5,600
New +$401K 0.05% 198

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

Westerkirk Capital's WRB Position: Q1 2026 in Review

Westerkirk Capital held its W.R. Berkley (WRB) position steady in Q1 2026 at 5,600 shares worth $371K. The position accounts for 0.04% of the portfolio, ranked #161.

Westerkirk Capital first reported a position in WRB in Q2 2025 and has held it in 4 quarters since. The position peaked at $429K in Q3 2025. 920 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Westerkirk Capital held 5,600 shares of W.R. Berkley worth $371K as of Q1 2026.
  • Westerkirk Capital left its W.R. Berkley share count unchanged in Q1 2026.
  • W.R. Berkley made up 0.04% of Westerkirk Capital's portfolio in Q1 2026, its #161 holding.
  • Westerkirk Capital first reported a position in W.R. Berkley in Q2 2025 and has held it in 4 quarters since.
  • Westerkirk Capital's W.R. Berkley position peaked at $429K in Q3 2025.
  • 920 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Westerkirk Capital's 13F filing for Q1 2026, filed 14 May 2026.