Cannell & Spears’s W.R. Berkley WRB Stock Holding History

Cannell & Spears’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	$205K	Buy	+2,907	New	+$195K	﹤0.01%	426
2026 Q1	–	Sell	-2,904	Closed	-$204K	–	443
2025 Q4	$204K	Hold	2,904	–	–	﹤0.01%	392
2025 Q3	$223K	Buy	2,904 +14	+0.5%	+$997	﹤0.01%	376
2025 Q2	$212K	Buy	2,890 +13	+0.5%	+$932	﹤0.01%	363
2025 Q1	$205K	Buy	+2,877	New	+$176K	﹤0.01%	367
2024 Q2	–	Sell	-79,391	Closed	-$4.68M	–	397
2024 Q1	$4.68M	Buy	79,391 +12,791	+19%	+$692K	0.1%	129
2023 Q4	$3.14M	Sell	66,600 -1,089	-2%	-$49.6K	0.25%	46
2023 Q3	$2.87M	Sell	67,689 -818	-1%	-$33.9K	0.25%	48
2023 Q2	$2.72M	Buy	+68,507	New	+$2.69M	0.22%	49

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

Cannell & Spears's WRB Position: Q2 2026 in Review

Cannell & Spears opened a new position in W.R. Berkley (WRB) in Q2 2026: 2,907 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #426 among its holdings. This is a return to the name: Cannell & Spears previously reported a position in WRB as recently as Q4 2025.

Cannell & Spears first reported a position in WRB in Q2 2023 and has held it in 9 quarters since. The position peaked at $4.68M in Q1 2024. 949 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Cannell & Spears held 2,907 shares of W.R. Berkley worth $205K as of Q2 2026.
W.R. Berkley was a new Cannell & Spears position in Q2 2026.
W.R. Berkley made up ﹤0.01% of Cannell & Spears's portfolio in Q2 2026, its #426 holding.
Cannell & Spears first reported a position in W.R. Berkley in Q2 2023 and has held it in 9 quarters since.
Cannell & Spears's W.R. Berkley position peaked at $4.68M in Q1 2024.
949 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Cannell & Spears's 13F filing for Q2 2026, filed 11 Aug 2026.