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Westwood Holdings Group’s W.R. Berkley WRB Stock Holding History

Westwood Holdings Group’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 		$338K Buy
+4,793
New +$321K ﹤0.01% 547

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

Westwood Holdings Group's WRB Position: Q2 2026 in Review

Westwood Holdings Group opened a new position in W.R. Berkley (WRB) in Q2 2026: 4,793 shares worth $338K. The stake represents ﹤0.01% of the portfolio and ranks #547 among its holdings.

948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Westwood Holdings Group held 4,793 shares of W.R. Berkley worth $338K as of Q2 2026.
  • W.R. Berkley was a new Westwood Holdings Group position in Q2 2026.
  • W.R. Berkley made up ﹤0.01% of Westwood Holdings Group's portfolio in Q2 2026, its #547 holding.
  • 948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.