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

Anfield 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 		$663 Hold
10
– – ﹤0.01% 651
2025
Q4 		$701 Hold
10
– – ﹤0.01% 521
2025
Q3 		$766 Buy
+10
New +$712 ﹤0.01% 533

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Anfield Capital Management held its W.R. Berkley (WRB) position steady in Q1 2026 at 10 shares worth $663. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Anfield Capital Management first reported a position in WRB in Q3 2025 and has held it in 3 quarters since. The position peaked at $766 in Q3 2025. 925 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Anfield Capital Management held 10 shares of W.R. Berkley worth $663 as of Q1 2026.
  • Anfield Capital Management left its W.R. Berkley share count unchanged in Q1 2026.
  • W.R. Berkley made up ﹤0.01% of Anfield Capital Management's portfolio in Q1 2026, its #651 holding.
  • Anfield Capital Management first reported a position in W.R. Berkley in Q3 2025 and has held it in 3 quarters since.
  • Anfield Capital Management's W.R. Berkley position peaked at $766 in Q3 2025.
  • 925 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.