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 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 $3.9B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Banque Cantonale Vaudoise's WRB Position: Q1 2026 in Review

Banque Cantonale Vaudoise opened a new position in W.R. Berkley (WRB) in Q1 2026: 997 shares worth $66K. The stake represents ﹤0.01% of the portfolio and ranks #749 among its holdings. This is a return to the name: Banque Cantonale Vaudoise previously reported a position in WRB as recently as Q3 2023.

Banque Cantonale Vaudoise first reported a position in WRB in Q4 2019 and has held it in 17 quarters since. The position peaked at $812K in Q2 2022. 920 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

Banque Cantonale Vaudoise held 997 shares of W.R. Berkley worth $66K as of Q1 2026.
W.R. Berkley was a new Banque Cantonale Vaudoise position in Q1 2026.
W.R. Berkley made up ﹤0.01% of Banque Cantonale Vaudoise's portfolio in Q1 2026, its #749 holding.
Banque Cantonale Vaudoise first reported a position in W.R. Berkley in Q4 2019 and has held it in 17 quarters since.
Banque Cantonale Vaudoise's W.R. Berkley position peaked at $812K in Q2 2022.
920 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Banque Cantonale Vaudoise's 13F filing for Q1 2026, filed 20 Apr 2026.