Aster Capital Management
WRB icon

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

Aster 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
Q3 		$859K Sell
12,718
-1,290
-9% -$91K 0.31% 82
2026
Q2 		$988K Buy
+14,008
New +$939K 0.21% 151
2025
Q2 		– Sell
-45
Closed -$2.84K – 1634
2025
Q1 		$2.84K Sell
45
-1,387
-97% -$85K ﹤0.01% 1162
2024
Q4 		$83.8K Sell
1,432
-2,240
-61% -$134K 0.03% 410
2024
Q3 		$208K Buy
+3,672
New +$206K 0.05% 295

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Vanguard Portfolio Management
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Morgan Stanley
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Geode Capital Management
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Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Aster Capital Management's WRB Position: Q3 2026 in Review

Aster Capital Management reduced its W.R. Berkley (WRB) stake by 9.2% in Q3 2026, selling an estimated $91K and leaving 12,718 shares worth $859K. The position accounts for 0.31% of the portfolio, ranked #82.

Aster Capital Management first reported a position in WRB in Q3 2024 and has held it in 5 quarters since. The position peaked at $988K in Q2 2026. 806 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • Aster Capital Management held 12,718 shares of W.R. Berkley worth $859K as of Q3 2026.
  • Aster Capital Management sold 1,290 W.R. Berkley shares in Q3 2026, an estimated $91K.
  • W.R. Berkley made up 0.31% of Aster Capital Management's portfolio in Q3 2026, its #82 holding.
  • Aster Capital Management first reported a position in W.R. Berkley in Q3 2024 and has held it in 5 quarters since.
  • Aster Capital Management's W.R. Berkley position peaked at $988K in Q2 2026.
  • 806 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Aster Capital Management's 13F filing for Q3 2026, filed 12 Nov 2026.