Skip to main content
Equibles
WRB logo

WRB · Berkley W R Corp · Held by Funds

Track WRB — free

Use WRB with AI

Add company filings, earnings and prices to ChatGPT or Claude, then ask questions in your own chat.

Choose your app for step-by-step connection instructions. Sign in with Equibles when asked; no code or API key is needed.

Claude ChatGPT

After connecting, ask your AI to use Equibles to research WRB.

Other apps & server URL
https://mcp.equibles.com/mcp
Gemini CLI setup
or ask here

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

See what you can ask in ChatGPT or Claude

All connection guides →
$68.78 +1.24 (+1.84%)
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$24.81B
Shares
371.23M
Volume · Oct 1 404.7K Avg daily vol (3M) 2.44M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding WRB

624 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 8,866,248 $625,336,471 0.03%
VANGUARD 500 INDEX FUND 7,618,198 $537,311,505 0.03%
VANGUARD MID-CAP INDEX FUND 6,050,140 $426,716,374 0.19%
iShares Core S&P 500 ETF 4,045,493 $285,328,621 0.03%
Eaton Vance Atlanta Capital SMID-Cap Fund 3,580,233 $252,513,833 2.87%
State Street(R) SPDR(R) S&P 500(R) ETF Trust 3,564,000 $251,368,920 0.03%
Fidelity 500 Index Fund 3,812,931 $242,273,636 0.03%
Invesco S&P 500 Equal Weight ETF 2,734,583 $198,366,651 0.21%
VANGUARD VALUE INDEX FUND 2,655,203 $187,271,468 0.07%
First Trust Capital Strength ETF 2,322,187 $163,783,849 2.14%
State Street(R) Financial Select Sector SPDR(R) ETF 1,989,377 $140,310,760 0.27%
VANGUARD MID-CAP VALUE INDEX FUND 1,793,310 $126,482,154 0.34%
VANGUARD DIVIDEND APPRECIATION INDEX FUND 1,664,001 $120,706,633 0.09%
VANGUARD INSTITUTIONAL INDEX FUND 1,595,111 $112,503,179 0.03%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND 913,101 $66,236,347 0.07%
iShares Russell Mid-Cap ETF 935,182 $65,958,386 0.12%
First Trust SMID Cap Rising Dividend Achievers ETF 934,504 $65,910,567 0.58%
Fidelity Dividend Growth Fund 891,700 $64,683,918 0.54%
Invesco S&P 500 Low Volatility ETF 981,547 $62,367,496 0.90%
Fidelity Mid Cap Index Fund 859,625 $62,357,198 0.12%
Virtus KAR Small-Mid Cap Core Fund 798,254 $56,300,855 5.20%
VALUE LINE MID CAP FOCUSED FUND, INC. 797,506 $56,248,098 4.56%
Parnassus Mid Cap Fund 779,771 $54,997,249 2.18%
MidCap Fund 739,980 $53,678,149 0.23%
State Street(R) SPDR(R) S&P(R) Dividend ETF 738,551 $52,090,002 0.24%
Madison Mid Cap Fund 691,754 $50,179,835 2.92%
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF 701,880 $49,503,596 0.03%
Schwab S&P 500 Index Fund 658,714 $47,783,114 0.03%
Dimensional U.S. Core Equity 2 ETF 517,040 $37,506,082 0.08%
Fidelity SAI U.S. Low Volatility Index Fund 501,408 $36,372,136 0.15%
iShares Russell 1000 Value ETF 507,700 $35,808,081 0.04%
Fidelity Total Market Index Fund 563,059 $35,776,769 0.03%
THE U.S. LARGE CAP VALUE SERIES 453,187 $32,874,185 0.11%
Fidelity Capital Appreciation Fund 452,900 $32,853,366 0.42%
Fidelity Series Total Market Index Fund 454,424 $28,874,101 0.03%
iShares Core S&P Total U.S. Stock Market ETF 385,658 $27,200,459 0.03%
VANGUARD FINANCIALS INDEX FUND 399,524 $25,385,755 0.19%
iShares S&P 500 Growth ETF 353,896 $24,960,285 0.03%
iShares Russell Mid-Cap Value ETF 347,800 $24,530,334 0.16%
U.S. CORE EQUITY 1 PORTFOLIO 334,452 $24,261,148 0.06%
iShares MSCI USA Quality Factor ETF 323,459 $23,463,716 0.05%
VANGUARD LARGE-CAP INDEX FUND 325,948 $22,989,112 0.03%
JPMorgan Mid Cap Value Fund 319,008 $22,499,634 0.20%
U.S. CORE EQUITY 2 PORTFOLIO 306,557 $22,237,645 0.06%
Invesco S&P 500 GARP ETF 296,327 $21,495,561 0.95%
Schwab U.S. Large-Cap ETF 316,026 $20,080,292 0.03%
S&P 500 Index Master Portfolio 277,622 $19,580,680 0.03%
State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF 250,231 $17,648,792 0.03%
JPMorgan U.S. Quality Factor ETF 235,958 $17,116,393 0.21%
Strategic Advisers U.S. Total Stock Fund 241,236 $15,328,135 0.02%
Showing 1–50 of 624 positions
Key facts CIK 11544 CUSIP 084423102 13F (30d) 25 filings 17 filers Visit website Investor relations