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Yousif Capital Management’s W.R. Berkley WRB Stock Holding History

Yousif Capital Management’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 		$2.88M Sell
40,784
-143
-0.3% -$9.58K 0.03% 522
2026
Q1 		$2.71M Sell
40,927
-1,201
-3% -$82.7K 0.03% 533
2025
Q4 		$2.85M Sell
42,128
-2,357
-5% -$174K 0.03% 539
2025
Q3 		$3.41M Buy
44,485
+7,275
+20% +$518K 0.04% 462
2025
Q2 		$2.73M Sell
37,210
-703
-2% -$50.4K 0.03% 567
2025
Q1 		$2.7M Buy
37,913
+387
+1% +$23.7K 0.03% 551
2024
Q4 		$2.2M Sell
37,526
-1,412
-4% -$84.6K 0.02% 703
2024
Q3 		$2.21M Sell
38,938
-998
-2% -$56K 0.02% 717
2024
Q2 		$2.09M Sell
39,936
-1,068
-3% -$57.2K 0.02% 742
2024
Q1 		$2.42M Sell
41,004
-1,061
-3% -$57.4K 0.03% 706
2023
Q4 		$1.98M Sell
42,065
-20,259
-33% -$923K 0.02% 825
2023
Q3 		$2.64M Sell
62,324
-1,533
-2% -$63.5K 0.03% 584
2023
Q2 		$2.54M Sell
63,857
-19,585
-23% -$770K 0.03% 637
2023
Q1 		$3.46M Sell
83,442
-1,257
-1% -$56.2K 0.05% 455
2022
Q4 		$4.1M Buy
84,699
+16,075
+23% +$775K 0.05% 382
2022
Q3 		$2.95M Buy
68,624
+543
+0.8% +$23.6K 0.04% 485
2022
Q2 		$3.1M Buy
68,081
+16,802
+33% +$764K 0.04% 516
2022
Q1 		$2.28M Sell
51,279
-998
-2% -$39.8K 0.02% 837
2021
Q4 		$1.91M Buy
+52,277
New +$1.85M 0.02% 1000

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

Yousif Capital Management's WRB Position: Q2 2026 in Review

Yousif Capital Management reduced its W.R. Berkley (WRB) stake by 0.35% in Q2 2026, selling an estimated $9.58K and leaving 40,784 shares worth $2.88M. The position accounts for 0.03% of the portfolio, ranked #522.

Yousif Capital Management first reported a position in WRB in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.1M in Q4 2022. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Yousif Capital Management held 40,784 shares of W.R. Berkley worth $2.88M as of Q2 2026.
  • Yousif Capital Management sold 143 W.R. Berkley shares in Q2 2026, an estimated $9.58K.
  • W.R. Berkley made up 0.03% of Yousif Capital Management's portfolio in Q2 2026, its #522 holding.
  • Yousif Capital Management first reported a position in W.R. Berkley in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's W.R. Berkley position peaked at $4.1M in Q4 2022.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.