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Callan Family Office’s W.R. Berkley WRB Stock Holding History

Callan Family Office’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 		$3.78M Buy
53,649
+12,847
+31% +$861K 0.07% 240
2026
Q1 		$2.7M Sell
40,802
-12,466
-23% -$859K 0.06% 292
2025
Q4 		$3.74M Buy
53,268
+23,779
+81% +$1.75M 0.08% 235
2025
Q3 		$2.26M Sell
29,489
-5,414
-16% -$385K 0.07% 249
2025
Q2 		$2.56M Buy
34,903
+28,005
+406% +$2.01M 0.08% 237
2025
Q1 		$491K Sell
6,898
-12,694
-65% -$778K 0.04% 322
2024
Q4 		$1.15M Buy
+19,592
New +$1.17M 0.07% 225

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Callan Family Office's WRB Position: Q2 2026 in Review

Callan Family Office increased its W.R. Berkley (WRB) stake by 31% in Q2 2026, buying an estimated $861K and bringing the position to 53,649 shares worth $3.78M. The position accounts for 0.07% of the portfolio, ranked #240.

Callan Family Office first reported a position in WRB in Q4 2024 and has held it in 7 quarters since. 949 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Callan Family Office held 53,649 shares of W.R. Berkley worth $3.78M as of Q2 2026.
  • Callan Family Office bought 12,847 W.R. Berkley shares in Q2 2026, an estimated $861K.
  • W.R. Berkley made up 0.07% of Callan Family Office's portfolio in Q2 2026, its #240 holding.
  • Callan Family Office first reported a position in W.R. Berkley in Q4 2024 and has held it in 7 quarters since.
  • 949 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.