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

Bannerstone 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 		$1.59M Buy
22,612
+129
+0.6% +$8.64K 1.34% 25
2026
Q1 		$1.49M Buy
22,483
+284
+1% +$19.6K 1.39% 17
2025
Q4 		$1.56M Buy
+22,199
New +$1.64M 1.49% 15

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

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

Bannerstone Capital Management increased its W.R. Berkley (WRB) stake by 0.57% in Q2 2026, buying an estimated $8.64K and bringing the position to 22,612 shares worth $1.59M. The position accounts for 1.34% of the portfolio, ranked #25.

Bannerstone Capital Management first reported a position in WRB in Q4 2025 and has held it in 3 quarters since. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Bannerstone Capital Management held 22,612 shares of W.R. Berkley worth $1.59M as of Q2 2026.
  • Bannerstone Capital Management bought 129 W.R. Berkley shares in Q2 2026, an estimated $8.64K.
  • W.R. Berkley made up 1.34% of Bannerstone Capital Management's portfolio in Q2 2026, its #25 holding.
  • Bannerstone Capital Management first reported a position in W.R. Berkley in Q4 2025 and has held it in 3 quarters since.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Bannerstone Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.