Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s W.R. Berkley WRB Stock Holding History

Capital Fund Management (CFM)’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 		$4.53M Buy
+64,173
New +$4.3M 0.02% 970
2025
Q3 		– Sell
-69,196
Closed -$4.93M – 2722
2025
Q2 		$5.08M Sell
69,196
-41,864
-38% -$3M 0.01% 1124
2025
Q1 		$7.9M Sell
111,060
-16,861
-13% -$1.03M 0.02% 791
2024
Q4 		$7.49M Sell
127,921
-53,568
-30% -$3.21M 0.02% 890
2024
Q3 		$10.3M Buy
181,489
+35,563
+24% +$2M 0.03% 713
2024
Q2 		$7.64M Sell
145,926
-50,775
-26% -$2.72M 0.02% 791
2024
Q1 		$11.6M Sell
196,701
-63,056
-24% -$3.41M 0.03% 663
2023
Q4 		$12.2M Buy
259,757
+78,566
+43% +$3.58M 0.03% 675
2023
Q3 		$7.67M Sell
181,191
-3,296
-2% -$137K 0.03% 738
2023
Q2 		$7.33M Buy
184,487
+105,813
+134% +$4.16M 0.03% 684
2023
Q1 		$3.27M Buy
78,674
+8,669
+12% +$388K 0.02% 896
2022
Q4 		$3.39M Buy
70,005
+26,911
+62% +$1.3M 0.02% 768
2022
Q3 		$1.86M Buy
43,094
+11,934
+38% +$518K 0.01% 882
2022
Q2 		$1.42M Buy
+31,160
New +$1.42M 0.01% 950
2020
Q1 		– Sell
-23,175
Closed -$712K – 2086
2019
Q4 		$712K Buy
23,175
+5,625
+32% +$174K 0.01% 1240
2019
Q3 		$563K Buy
+17,550
New +$548K 0.01% 1202
2018
Q4 		– Sell
-10,125
Closed -$240K – 2261
2018
Q3 		$240K Buy
+10,125
New +$230K ﹤0.01% 1840
2014
Q1 		– Sell
-24,975
Closed -$321K – 1985
2013
Q4 		$321K Sell
24,975
-60,406
-71% -$775K ﹤0.01% 1433
2013
Q3 		$1.08M Buy
+85,381
New +$1.07M 0.02% 837

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

Capital Fund Management (CFM)'s WRB Position: Q2 2026 in Review

Capital Fund Management (CFM) opened a new position in W.R. Berkley (WRB) in Q2 2026: 64,173 shares worth $4.53M. The stake represents 0.02% of the portfolio and ranks #970 among its holdings. This is a return to the name: Capital Fund Management (CFM) previously reported a position in WRB as recently as Q2 2025.

Capital Fund Management (CFM) first reported a position in WRB in Q3 2013 and has held it in 19 quarters since. The position peaked at $12.2M in Q4 2023. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Capital Fund Management (CFM) held 64,173 shares of W.R. Berkley worth $4.53M as of Q2 2026.
  • W.R. Berkley was a new Capital Fund Management (CFM) position in Q2 2026.
  • W.R. Berkley made up 0.02% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #970 holding.
  • Capital Fund Management (CFM) first reported a position in W.R. Berkley in Q3 2013 and has held it in 19 quarters since.
  • Capital Fund Management (CFM)'s W.R. Berkley position peaked at $12.2M in Q4 2023.
  • 953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.