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Brown, Lisle/Cummings’s W.R. Berkley WRB Stock Holding History

Brown, Lisle/Cummings’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 		$1.11M Hold
16,780
– – 0.28% 84
2025
Q4 		$1.18M Hold
16,780
– – 0.29% 87
2025
Q3 		$1.29M Hold
16,780
– – 0.33% 72
2025
Q2 		$1.23M Hold
16,780
– – 0.33% 76
2025
Q1 		$1.19M Hold
16,780
– – 0.35% 73
2024
Q4 		$982K Buy
+16,780
New +$1.01M 0.29% 81

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Brown, Lisle/Cummings's WRB Position: Q1 2026 in Review

Brown, Lisle/Cummings held its W.R. Berkley (WRB) position steady in Q1 2026 at 16,780 shares worth $1.11M. The position accounts for 0.28% of the portfolio, ranked #84.

Brown, Lisle/Cummings first reported a position in WRB in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.29M in Q3 2025. 920 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Brown, Lisle/Cummings held 16,780 shares of W.R. Berkley worth $1.11M as of Q1 2026.
  • Brown, Lisle/Cummings left its W.R. Berkley share count unchanged in Q1 2026.
  • W.R. Berkley made up 0.28% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #84 holding.
  • Brown, Lisle/Cummings first reported a position in W.R. Berkley in Q4 2024 and has held it in 6 quarters since.
  • Brown, Lisle/Cummings's W.R. Berkley position peaked at $1.29M in Q3 2025.
  • 920 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.