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 Q3	$9.7M	Buy	143,420 +87,683	+157%	+$6.19M	0.21%	85
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

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return

PhiloSmith Capital Stamford, Connecticut $362M AUM 0.8% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Y-Intercept (HK)'s WRB Position: Q3 2026 in Review

Y-Intercept (HK) increased its W.R. Berkley (WRB) stake by 157% in Q3 2026, buying an estimated $6.19M and bringing the position to 143,420 shares worth $9.7M. The position accounts for 0.21% of the portfolio, ranked #85.

Y-Intercept (HK) first reported a position in WRB in Q2 2022 and has held it in 8 quarters since. 217 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

Y-Intercept (HK) held 143,420 shares of W.R. Berkley worth $9.7M as of Q3 2026.
Y-Intercept (HK) bought 87,683 W.R. Berkley shares in Q3 2026, an estimated $6.19M.
W.R. Berkley made up 0.21% of Y-Intercept (HK)'s portfolio in Q3 2026, its #85 holding.
Y-Intercept (HK) first reported a position in W.R. Berkley in Q2 2022 and has held it in 8 quarters since.
217 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.