Y-Intercept (HK)’s W.R. Berkley WRB Stock Holding History

Y-Intercept (HK)’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	$3.93M	Buy	55,737 +22,736	+69%	+$1.52M	0.08%	360
2026 Q1	$2.19M	Buy	33,001 +11,808	+56%	+$813K	0.04%	671
2025 Q4	$1.49M	Buy	+21,193	New	+$1.56M	0.03%	771
2025 Q1	–	Sell	-13,105	Closed	-$767K	–	1655
2024 Q4	$767K	Sell	13,105 -47,324	-78%	-$2.83M	0.05%	540
2024 Q3	$3.43M	Buy	+60,429	New	+$3.39M	0.21%	102
2023 Q2	–	Sell	-13,220	Closed	-$549K	–	1775
2023 Q1	$549K	Buy	+13,220	New	+$591K	0.06%	479
2022 Q3	–	Sell	-13,833	Closed	-$629K	–	1310
2022 Q2	$629K	Buy	+13,833	New	+$629K	0.08%	347

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-Intercept (HK)'s WRB Position: Q2 2026 in Review

Y-Intercept (HK) increased its W.R. Berkley (WRB) stake by 69% in Q2 2026, buying an estimated $1.52M and bringing the position to 55,737 shares worth $3.93M. The position accounts for 0.08% of the portfolio, ranked #360.

Y-Intercept (HK) first reported a position in WRB in Q2 2022 and has held it in 7 quarters since. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Y-Intercept (HK) held 55,737 shares of W.R. Berkley worth $3.93M as of Q2 2026.
Y-Intercept (HK) bought 22,736 W.R. Berkley shares in Q2 2026, an estimated $1.52M.
W.R. Berkley made up 0.08% of Y-Intercept (HK)'s portfolio in Q2 2026, its #360 holding.
Y-Intercept (HK) first reported a position in W.R. Berkley in Q2 2022 and has held it in 7 quarters since.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.