Y.D. More Investments’s W.R. Berkley WRB Stock Holding History

Y.D. More 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	$45	Sell	189 -1	-0.5%	-$67	﹤0.01%	496
2026 Q1	$40	Sell	190 -26	-12%	-$1.79K	﹤0.01%	462
2025 Q4	$47	Sell	216 -20	-8%	-$1.47K	﹤0.01%	459
2025 Q3	$55	Sell	236 -41	-15%	-$2.92K	﹤0.01%	448
2025 Q2	$59	Sell	277 -148	-35%	-$10.6K	﹤0.01%	433
2025 Q1	$81	Buy	425 +52	+14%	+$3.19K	﹤0.01%	448
2024 Q4	$60	Buy	373 +202	+118%	+$12.1K	﹤0.01%	442
2024 Q3	$26	Buy	171 +9	+6%	+$505	﹤0.01%	436
2024 Q2	$23	Buy	+162	New	+$8.68K	﹤0.01%	447

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

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

Y.D. More Investments's WRB Position: Q2 2026 in Review

Y.D. More Investments reduced its W.R. Berkley (WRB) stake by 0.53% in Q2 2026, selling an estimated $67 and leaving 189 shares worth $45. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Y.D. More Investments first reported a position in WRB in Q2 2024 and has held it in 9 quarters since. The position peaked at $81 in Q1 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Y.D. More Investments held 189 shares of W.R. Berkley worth $45 as of Q2 2026.
Y.D. More Investments sold 1 W.R. Berkley share in Q2 2026, an estimated $67.
W.R. Berkley made up ﹤0.01% of Y.D. More Investments's portfolio in Q2 2026, its #496 holding.
Y.D. More Investments first reported a position in W.R. Berkley in Q2 2024 and has held it in 9 quarters since.
Y.D. More Investments's W.R. Berkley position peaked at $81 in Q1 2025.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.