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Cape Investment Advisory’s W.R. Berkley WRB Stock Holding History

Cape Investment Advisory’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 		$423 Buy
+6
New +$402 ﹤0.01% 1399
2023
Q2 		– Sell
-380
Closed -$15.8K – 990
2023
Q1 		$15.8K Buy
+380
New +$17K 0.01% 463

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

Cape Investment Advisory's WRB Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in W.R. Berkley (WRB) in Q2 2026: 6 shares worth $423. The stake represents ﹤0.01% of the portfolio and ranks #1399 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in WRB as recently as Q1 2023.

Cape Investment Advisory first reported a position in WRB in Q1 2023 and has held it in 2 quarters since. The position peaked at $15.8K in Q1 2023. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Cape Investment Advisory held 6 shares of W.R. Berkley worth $423 as of Q2 2026.
  • W.R. Berkley was a new Cape Investment Advisory position in Q2 2026.
  • W.R. Berkley made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1399 holding.
  • Cape Investment Advisory first reported a position in W.R. Berkley in Q1 2023 and has held it in 2 quarters since.
  • Cape Investment Advisory's W.R. Berkley position peaked at $15.8K in Q1 2023.
  • 953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.