ZIM
WRB icon

Zacks Investment Management’s W.R. Berkley WRB Stock Holding History

Zacks Investment 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
Q1 		$21.8M Sell
328,412
-8,411
-2% -$579K 0.17% 125
2025
Q4 		$23.6M Sell
336,823
-1,922
-0.6% -$142K 0.19% 126
2025
Q3 		$26M Buy
338,745
+19,038
+6% +$1.36M 0.21% 119
2025
Q2 		$23.5M Buy
319,707
+865
+0.3% +$62K 0.2% 124
2025
Q1 		$22.7M Buy
318,842
+10,547
+3% +$646K 0.21% 120
2024
Q4 		$18M Sell
308,295
-25,784
-8% -$1.54M 0.17% 136
2024
Q3 		$19M Buy
+334,079
New +$18.8M 0.16% 135
2024
Q2 		– Sell
-264,057
Closed -$15.6M – 722
2024
Q1 		$15.6M Buy
264,057
+95,535
+57% +$5.17M 0.17% 133
2023
Q4 		$7.95M Buy
168,522
+231
+0.1% +$10.5K 0.1% 160
2023
Q3 		$7.12M Buy
168,291
+1,005
+0.6% +$41.6K 0.09% 162
2023
Q2 		$6.64M Sell
167,286
-3,014
-2% -$118K 0.08% 163
2023
Q1 		$7.07M Buy
170,300
+12,651
+8% +$566K 0.09% 156
2022
Q4 		$7.63M Buy
157,649
+100,767
+177% +$4.86M 0.11% 158
2022
Q3 		$2.45M Buy
56,882
+2,366
+4% +$103K 0.04% 243
2022
Q2 		$2.48M Buy
+54,516
New +$2.48M 0.04% 238
2022
Q1 		– Sell
-14,936
Closed -$547K – 674
2021
Q4 		$547K Sell
14,936
-132,549
-90% -$4.7M 0.01% 447
2021
Q3 		$4.8M Buy
147,485
+4,104
+3% +$135K 0.08% 187
2021
Q2 		$4.74M Buy
+143,381
New +$4.96M 0.08% 188
2019
Q4 		– Sell
-13,057
Closed -$419K – 599
2019
Q3 		$419K Buy
+13,057
New +$408K 0.01% 455
2015
Q1 		– Sell
-68,951
Closed -$1.05M – 720
2014
Q4 		$1.05M Buy
68,951
+3,800
+6% +$57.1K 0.03% 270
2014
Q3 		$923K Buy
65,151
+7,600
+13% +$105K 0.03% 274
2014
Q2 		$790K Buy
+57,551
New +$748K 0.03% 310

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Zacks Investment Management's WRB Position: Q1 2026 in Review

Zacks Investment Management reduced its W.R. Berkley (WRB) stake by 2.5% in Q1 2026, selling an estimated $579K and leaving 328,412 shares worth $21.8M. The position accounts for 0.17% of the portfolio, ranked #125.

Zacks Investment Management first reported a position in WRB in Q2 2014 and has held it in 22 quarters since. The position peaked at $26M in Q3 2025. 920 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Zacks Investment Management held 328,412 shares of W.R. Berkley worth $21.8M as of Q1 2026.
  • Zacks Investment Management sold 8,411 W.R. Berkley shares in Q1 2026, an estimated $579K.
  • W.R. Berkley made up 0.17% of Zacks Investment Management's portfolio in Q1 2026, its #125 holding.
  • Zacks Investment Management first reported a position in W.R. Berkley in Q2 2014 and has held it in 22 quarters since.
  • Zacks Investment Management's W.R. Berkley position peaked at $26M in Q3 2025.
  • 920 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.