CSC
WRB icon

Caldwell Sutter Capital’s W.R. Berkley WRB Stock Holding History

Caldwell Sutter Capital’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 		$279K Sell
3,950
-150
-4% -$10.1K 0.11% 185
2026
Q1 		$272K Buy
4,100
+400
+11% +$27.5K 0.11% 180
2025
Q4 		$259K Hold
3,700
– – 0.11% 181
2025
Q3 		$283K Hold
3,700
– – 0.12% 165
2025
Q2 		$272K Hold
3,700
– – 0.12% 161
2025
Q1 		$263K Buy
3,700
+400
+12% +$24.5K 0.13% 165
2024
Q4 		$193K Buy
3,300
+2,125
+181% +$127K 0.09% 205
2024
Q3 		$66.7K Buy
1,175
+500
+74% +$28.1K 0.03% 324
2024
Q2 		$35.4K Hold
675
– – 0.02% 408
2024
Q1 		$39.8K Hold
675
– – 0.02% 375
2023
Q4 		$31.8K Hold
675
– – 0.02% 397
2023
Q3 		$28.6K Hold
675
– – 0.02% 389
2023
Q2 		$26.8K Buy
+675
New +$26.5K 0.01% 402

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 $3.37T AUM 44.26% 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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Caldwell Sutter Capital's WRB Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its W.R. Berkley (WRB) stake by 3.7% in Q2 2026, selling an estimated $10.1K and leaving 3,950 shares worth $279K. The position accounts for 0.11% of the portfolio, ranked #185.

Caldwell Sutter Capital first reported a position in WRB in Q2 2023 and has held it in 13 quarters since. The position peaked at $283K in Q3 2025. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Caldwell Sutter Capital held 3,950 shares of W.R. Berkley worth $279K as of Q2 2026.
  • Caldwell Sutter Capital sold 150 W.R. Berkley shares in Q2 2026, an estimated $10.1K.
  • W.R. Berkley made up 0.11% of Caldwell Sutter Capital's portfolio in Q2 2026, its #185 holding.
  • Caldwell Sutter Capital first reported a position in W.R. Berkley in Q2 2023 and has held it in 13 quarters since.
  • Caldwell Sutter Capital's W.R. Berkley position peaked at $283K in Q3 2025.
  • 948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.