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Caitong International Asset Management’s W.R. Berkley WRB Stock Holding History

Caitong International Asset 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 		$282 Sell
4
-23
-85% -$1.54K ﹤0.01% 1911
2026
Q1 		$1.79K Buy
+27
New +$1.86K ﹤0.01% 1266
2025
Q4 		– Sell
-1,204
Closed -$92.3K – 2427
2025
Q3 		$92.3K Buy
1,204
+1,013
+530% +$72.1K 0.06% 186
2025
Q2 		$14K Buy
191
+183
+2,288% +$13.1K 0.01% 610
2025
Q1 		$569 Buy
+8
New +$490 ﹤0.01% 1734

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Caitong International Asset Management's WRB Position: Q2 2026 in Review

Caitong International Asset Management reduced its W.R. Berkley (WRB) stake by 85% in Q2 2026, selling an estimated $1.54K and leaving 4 shares worth $282. The position accounts for ﹤0.01% of the portfolio, ranked #1911.

Caitong International Asset Management first reported a position in WRB in Q1 2025 and has held it in 5 quarters since. The position peaked at $92.3K in Q3 2025. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Caitong International Asset Management held 4 shares of W.R. Berkley worth $282 as of Q2 2026.
  • Caitong International Asset Management sold 23 W.R. Berkley shares in Q2 2026, an estimated $1.54K.
  • W.R. Berkley made up ﹤0.01% of Caitong International Asset Management's portfolio in Q2 2026, its #1911 holding.
  • Caitong International Asset Management first reported a position in W.R. Berkley in Q1 2025 and has held it in 5 quarters since.
  • Caitong International Asset Management's W.R. Berkley position peaked at $92.3K in Q3 2025.
  • 953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Caitong International Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.