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Xponance’s W.R. Berkley WRB Stock Holding History

Xponance’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 		$3.38M Sell
47,976
-892
-2% -$59.8K 0.02% 464
2026
Q1 		$3.24M Sell
48,868
-1,896
-4% -$131K 0.02% 451
2025
Q4 		$3.56M Buy
50,764
+2,057
+4% +$152K 0.03% 408
2025
Q3 		$3.73M Buy
48,707
+3,135
+7% +$223K 0.03% 394
2025
Q2 		$3.35M Buy
45,572
+2,543
+6% +$182K 0.03% 420
2025
Q1 		$3.06M Buy
43,029
+885
+2% +$54.2K 0.03% 417
2024
Q4 		$2.47M Buy
42,144
+717
+2% +$42.9K 0.02% 473
2024
Q3 		$2.35M Sell
41,427
-33
-0.1% -$1.85K 0.02% 475
2024
Q2 		$2.17M Sell
41,460
-117
-0.3% -$6.27K 0.02% 476
2024
Q1 		$2.45M Buy
41,577
+2,469
+6% +$134K 0.03% 471
2023
Q4 		$1.84M Sell
39,108
-2,258
-5% -$103K 0.02% 493
2023
Q3 		$1.75M Buy
41,366
+840
+2% +$34.8K 0.02% 496
2023
Q2 		$1.61M Buy
40,526
+557
+1% +$21.9K 0.02% 517
2023
Q1 		$1.66M Buy
39,969
+1,728
+5% +$77.3K 0.02% 508
2022
Q4 		$1.85M Buy
38,241
+4,899
+15% +$236K 0.03% 455
2022
Q3 		$1.44M Buy
33,342
+4,554
+16% +$198K 0.03% 484
2022
Q2 		$1.31M Buy
28,788
+8,475
+42% +$385K 0.03% 499
2022
Q1 		$902K Buy
20,313
+286
+1% +$11.4K 0.02% 632
2021
Q4 		$733K Buy
20,027
+3,807
+23% +$135K 0.01% 747
2021
Q3 		$528K Sell
16,220
-1,508
-9% -$49.7K 0.01% 863
2021
Q2 		$586K Buy
17,728
+4,392
+33% +$152K 0.01% 843
2021
Q1 		$447K Sell
13,336
-454
-3% -$14K 0.01% 828
2020
Q4 		$407K Buy
13,790
+1,062
+8% +$30.6K 0.01% 832
2020
Q3 		$346K Sell
12,728
-228
-2% -$6.25K 0.01% 803
2020
Q2 		$330K Buy
+12,956
New +$318K 0.01% 795

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

Xponance's WRB Position: Q2 2026 in Review

Xponance reduced its W.R. Berkley (WRB) stake by 1.8% in Q2 2026, selling an estimated $59.8K and leaving 47,976 shares worth $3.38M. The position accounts for 0.02% of the portfolio, ranked #464.

Xponance first reported a position in WRB in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.73M in Q3 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Xponance held 47,976 shares of W.R. Berkley worth $3.38M as of Q2 2026.
  • Xponance sold 892 W.R. Berkley shares in Q2 2026, an estimated $59.8K.
  • W.R. Berkley made up 0.02% of Xponance's portfolio in Q2 2026, its #464 holding.
  • Xponance first reported a position in W.R. Berkley in Q2 2020 and has held it in 25 quarters since.
  • Xponance's W.R. Berkley position peaked at $3.73M in Q3 2025.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.