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
Q1 		– Sell
-15,600
Closed -$1.09M – 2595
2025
Q4 		$1.09M Buy
15,600
+700
+5% +$51.6K ﹤0.01% 1984
2025
Q3 		$1.14M Buy
+14,900
New +$1.06M ﹤0.01% 2048

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Capital Fund Management (CFM)'s WRB Position: Q3 2025 in Review

Capital Fund Management (CFM) sold out of W.R. Berkley (WRB) in Q3 2025, closing a stake of 69,196 shares — an estimated $4.93M sold.

Capital Fund Management (CFM) first reported a position in WRB in Q3 2013 and held it in 18 quarters. The position peaked at $12.2M in Q4 2023. 930 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

  • Capital Fund Management (CFM) reported no remaining W.R. Berkley position as of Q3 2025 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 69,196 W.R. Berkley shares in Q3 2025, an estimated $4.93M.
  • Capital Fund Management (CFM) first reported a position in W.R. Berkley in Q3 2013 and held it in 18 quarters.
  • Capital Fund Management (CFM)'s W.R. Berkley position peaked at $12.2M in Q4 2023.
  • 930 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on Capital Fund Management (CFM)'s 13F filing for Q3 2025, filed 13 Nov 2025.