Banque Cantonale Vaudoise’s W.R. Berkley WRB Stock Holding History

Banque Cantonale Vaudoise’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	–	Sell	-997	Closed	-$66K	–	948
2026 Q1	$66K	Buy	+997	New	+$68.7K	﹤0.01%	749
2023 Q4	–	Sell	-4,271	Closed	-$180K	–	1205
2023 Q3	$180K	Sell	4,271 -2,488	-37%	-$103K	0.01%	702
2023 Q2	$268K	Sell	6,759 -7,500	-53%	-$295K	0.01%	646
2023 Q1	$592K	Hold	14,259	–	–	0.03%	417
2022 Q4	$690K	Sell	14,259 -1,350	-9%	-$65.1K	0.04%	381
2022 Q3	$672K	Sell	15,609 -2,250	-13%	-$97.7K	0.04%	425
2022 Q2	$812K	Buy	17,859 +13,950	+357%	+$634K	0.04%	390
2022 Q1	$173K	Sell	3,909 -2	-0.1%	-$80	0.01%	833
2021 Q4	$143K	Hold	3,911	–	–	0.01%	894
2021 Q3	$127K	Hold	3,911	–	–	0.01%	894
2021 Q2	$129K	Hold	3,911	–	–	0.01%	920
2021 Q1	$131K	Sell	3,911 -2,038	-34%	-$62.9K	0.01%	862
2020 Q4	$176K	Hold	5,949	–	–	0.01%	756
2020 Q3	$161K	Hold	5,949	–	–	0.01%	739
2020 Q2	$152K	Sell	5,949 -10,350	-64%	-$254K	0.01%	717
2020 Q1	$378K	Hold	16,299	–	–	0.03%	444
2019 Q4	$501K	Buy	+16,299	New	+$503K	0.03%	463

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Banque Cantonale Vaudoise's WRB Position: Q2 2026 in Review

Banque Cantonale Vaudoise sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 997 shares — an estimated $66K sold.

Banque Cantonale Vaudoise first reported a position in WRB in Q4 2019 and held it in 17 quarters. The position peaked at $812K in Q2 2022. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Banque Cantonale Vaudoise reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
Banque Cantonale Vaudoise sold 997 W.R. Berkley shares in Q2 2026, an estimated $66K.
Banque Cantonale Vaudoise first reported a position in W.R. Berkley in Q4 2019 and held it in 17 quarters.
Banque Cantonale Vaudoise's W.R. Berkley position peaked at $812K in Q2 2022.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Banque Cantonale Vaudoise's 13F filing for Q2 2026, filed 31 Jul 2026.