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BOLTON SECURITIES CORPORATION’s W.R. Berkley WRB Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$48.7K Buy
721
+250
+53% +$17.6K ﹤0.01% 1348
2026
Q2 		$33.2K Hold
471
– – ﹤0.01% 1463
2026
Q1 		$31.2K Hold
471
– – ﹤0.01% 1343
2025
Q4 		$33K Sell
471
-8,062
-94% -$594K ﹤0.01% 1297
2025
Q3 		$654K Sell
8,533
-1,157
-12% -$82.4K 0.03% 446
2025
Q2 		$712K Sell
9,690
-6,161
-39% -$442K 0.04% 412
2025
Q1 		$1.13M Buy
+15,851
New +$971K 0.07% 314

Other funds holding WRB

Mitsui Sumitomo Insurance
Mitsui Sumitomo Insurance Tokyo, Japan $3.97B AUM 11.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's WRB Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its W.R. Berkley (WRB) stake by 53% in Q3 2026, buying an estimated $17.6K and bringing the position to 721 shares worth $48.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

BOLTON SECURITIES CORPORATION first reported a position in WRB in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.13M in Q1 2025. 806 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 721 shares of W.R. Berkley worth $48.7K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 250 W.R. Berkley shares in Q3 2026, an estimated $17.6K.
  • W.R. Berkley made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1348 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in W.R. Berkley in Q1 2025 and has held it in 7 quarters since.
  • BOLTON SECURITIES CORPORATION's W.R. Berkley position peaked at $1.13M in Q1 2025.
  • 806 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.