WIM
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Westside Investment Management’s W.R. Berkley WRB Stock Holding History

Westside Investment 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
Q2 		$38.8K Hold
550
– – 0.01% 681
2026
Q1 		$36.3K Hold
550
– – 0.01% 670
2025
Q4 		$38.2K Buy
550
+22
+4% +$1.62K 0.01% 633
2025
Q3 		$39.8K Buy
528
+264
+100% +$18.8K 0.01% 628
2025
Q2 		$19.2K Buy
+264
New +$18.9K ﹤0.01% 694

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Westside Investment Management's WRB Position: Q2 2026 in Review

Westside Investment Management held its W.R. Berkley (WRB) position steady in Q2 2026 at 550 shares worth $38.8K. The position accounts for 0.01% of the portfolio, ranked #681.

Westside Investment Management first reported a position in WRB in Q2 2025 and has held it in 5 quarters since. The position peaked at $39.8K in Q3 2025. 952 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Westside Investment Management held 550 shares of W.R. Berkley worth $38.8K as of Q2 2026.
  • Westside Investment Management left its W.R. Berkley share count unchanged in Q2 2026.
  • W.R. Berkley made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #681 holding.
  • Westside Investment Management first reported a position in W.R. Berkley in Q2 2025 and has held it in 5 quarters since.
  • Westside Investment Management's W.R. Berkley position peaked at $39.8K in Q3 2025.
  • 952 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.