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 Q2	$1.18M	Hold	16,780	–	–	0.27%	91
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 $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

Brown, Lisle/Cummings's WRB Position: Q2 2026 in Review

Brown, Lisle/Cummings held its W.R. Berkley (WRB) position steady in Q2 2026 at 16,780 shares worth $1.18M. The position accounts for 0.27% of the portfolio, ranked #91.

Brown, Lisle/Cummings first reported a position in WRB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.29M in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Brown, Lisle/Cummings held 16,780 shares of W.R. Berkley worth $1.18M as of Q2 2026.
Brown, Lisle/Cummings left its W.R. Berkley share count unchanged in Q2 2026.
W.R. Berkley made up 0.27% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #91 holding.
Brown, Lisle/Cummings first reported a position in W.R. Berkley in Q4 2024 and has held it in 7 quarters since.
Brown, Lisle/Cummings's W.R. Berkley position peaked at $1.29M in Q3 2025.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.