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

Aurdan 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
Q2 		$732K Sell
10,372
-5,306
-34% -$356K 0.19% 50
2026
Q1 		$1.04M Sell
15,678
-3,517
-18% -$242K 0.31% 43
2025
Q4 		$1.35M Sell
19,195
-494
-3% -$36.4K 0.42% 36
2025
Q3 		$1.51M Sell
19,689
-15,769
-44% -$1.12M 0.48% 37
2025
Q2 		$2.61M Sell
35,458
-2,943
-8% -$211K 0.89% 28
2025
Q1 		$2.73M Sell
38,401
-21,989
-36% -$1.35M 1.03% 25
2024
Q4 		$3.53M Buy
+60,390
New +$3.62M 1.36% 25

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Aurdan Capital Management's WRB Position: Q2 2026 in Review

Aurdan Capital Management reduced its W.R. Berkley (WRB) stake by 34% in Q2 2026, selling an estimated $356K and leaving 10,372 shares worth $732K. The position accounts for 0.19% of the portfolio, ranked #50.

Aurdan Capital Management first reported a position in WRB in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.53M in Q4 2024. 952 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Aurdan Capital Management held 10,372 shares of W.R. Berkley worth $732K as of Q2 2026.
  • Aurdan Capital Management sold 5,306 W.R. Berkley shares in Q2 2026, an estimated $356K.
  • W.R. Berkley made up 0.19% of Aurdan Capital Management's portfolio in Q2 2026, its #50 holding.
  • Aurdan Capital Management first reported a position in W.R. Berkley in Q4 2024 and has held it in 7 quarters since.
  • Aurdan Capital Management's W.R. Berkley position peaked at $3.53M in Q4 2024.
  • 952 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Aurdan Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.