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

Alamar 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 Q1	$2.03M	Sell	30,575 -2,061	-6%	-$142K	1.24%	27
2025 Q4	$2.29M	Sell	32,636 -1,963	-6%	-$145K	1.26%	31
2025 Q3	$2.65M	Sell	34,599 -17,981	-34%	-$1.28M	1.4%	30
2025 Q2	$3.86M	Buy	52,580 +3,234	+7%	+$232K	2.09%	19
2025 Q1	$3.51M	Sell	49,346 -2,193	-4%	-$134K	2.09%	19
2024 Q4	$3.02M	Sell	51,539 -2,450	-5%	-$147K	1.65%	26
2024 Q3	$3.06M	Sell	53,989 -745	-1%	-$41.8K	1.69%	26
2024 Q2	$2.87M	Buy	+54,734	New	+$2.93M	1.74%	24
2023 Q4	$2.52M	Buy	53,426 +743	+1%	+$33.9K	2%	21
2023 Q3	$2.23M	Buy	52,683 +5,410	+11%	+$224K	2.11%	19
2023 Q2	$1.88M	Buy	+47,273	New	+$1.86M	1.38%	35

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Alamar Capital Management's WRB Position: Q1 2026 in Review

Alamar Capital Management reduced its W.R. Berkley (WRB) stake by 6.3% in Q1 2026, selling an estimated $142K and leaving 30,575 shares worth $2.03M. The position accounts for 1.24% of the portfolio, ranked #27.

Alamar Capital Management first reported a position in WRB in Q2 2023 and has held it in 11 quarters since. The position peaked at $3.86M in Q2 2025. 920 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

Alamar Capital Management held 30,575 shares of W.R. Berkley worth $2.03M as of Q1 2026.
Alamar Capital Management sold 2,061 W.R. Berkley shares in Q1 2026, an estimated $142K.
W.R. Berkley made up 1.24% of Alamar Capital Management's portfolio in Q1 2026, its #27 holding.
Alamar Capital Management first reported a position in W.R. Berkley in Q2 2023 and has held it in 11 quarters since.
Alamar Capital Management's W.R. Berkley position peaked at $3.86M in Q2 2025.
920 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Alamar Capital Management's 13F filing for Q1 2026, filed 13 May 2026.