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

Bryn Mawr 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	$373K	Sell	5,282 -510	-9%	-$34.2K	0.02%	336
2026 Q1	$384K	Sell	5,792 -807	-12%	-$55.6K	0.02%	310
2025 Q4	$463K	Sell	6,599 -886	-12%	-$65.3K	0.02%	285
2025 Q3	$574K	Sell	7,485 -4,671	-38%	-$333K	0.03%	256
2025 Q2	$893K	Buy	12,156 +2,642	+28%	+$189K	0.05%	211
2025 Q1	$677K	Sell	9,514 -278	-3%	-$17K	0.04%	230
2024 Q4	$573K	Buy	+9,792	New	+$586K	0.03%	271

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 $3.38T AUM 44.17% 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

Bryn Mawr Capital Management's WRB Position: Q2 2026 in Review

Bryn Mawr Capital Management reduced its W.R. Berkley (WRB) stake by 8.8% in Q2 2026, selling an estimated $34.2K and leaving 5,282 shares worth $373K. The position accounts for 0.02% of the portfolio, ranked #336.

Bryn Mawr Capital Management first reported a position in WRB in Q4 2024 and has held it in 7 quarters since. The position peaked at $893K in Q2 2025. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Bryn Mawr Capital Management held 5,282 shares of W.R. Berkley worth $373K as of Q2 2026.
Bryn Mawr Capital Management sold 510 W.R. Berkley shares in Q2 2026, an estimated $34.2K.
W.R. Berkley made up 0.02% of Bryn Mawr Capital Management's portfolio in Q2 2026, its #336 holding.
Bryn Mawr Capital Management first reported a position in W.R. Berkley in Q4 2024 and has held it in 7 quarters since.
Bryn Mawr Capital Management's W.R. Berkley position peaked at $893K in Q2 2025.
953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.