Capital Fund Management (CFM)
WRB icon

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 $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.