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Caprock Group’s W.R. Berkley WRB Stock Holding History

Caprock Group’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 		$703K Buy
9,827
+2,904
+42% +$195K 0.01% 749
2026
Q1 		$459K Buy
+6,923
New +$477K 0.01% 777
2025
Q4 		– Sell
-8,650
Closed -$620K – 1305
2025
Q3 		$620K Buy
+8,650
New +$616K 0.02% 726
2025
Q1 		$935K Buy
13,135
+3,880
+42% +$238K 0.03% 488
2024
Q4 		$542K Buy
9,255
+3,078
+50% +$184K 0.02% 596
2024
Q3 		$350K Buy
6,177
+1,251
+25% +$70.2K 0.01% 676
2024
Q2 		$258K Sell
4,926
-492
-9% -$26.4K 0.01% 735
2024
Q1 		$320K Buy
5,418
+303
+6% +$16.4K 0.02% 537
2023
Q4 		$241K Buy
+5,115
New +$233K 0.02% 600
2023
Q2 		– Sell
-5,940
Closed -$247K – 694
2023
Q1 		$247K Buy
5,940
+439
+8% +$19.6K 0.02% 538
2022
Q4 		$266K Sell
5,501
-5,694
-51% -$275K 0.02% 435
2022
Q3 		$483K Sell
11,195
-868
-7% -$37.7K 0.05% 284
2022
Q2 		$554K Buy
+12,063
New +$548K 0.05% 251

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 $3.37T AUM 44.26% 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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Caprock Group's WRB Position: Q2 2026 in Review

Caprock Group increased its W.R. Berkley (WRB) stake by 42% in Q2 2026, buying an estimated $195K and bringing the position to 9,827 shares worth $703K. The position accounts for 0.01% of the portfolio, ranked #749.

Caprock Group first reported a position in WRB in Q2 2022 and has held it in 13 quarters since. The position peaked at $935K in Q1 2025. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Caprock Group held 9,827 shares of W.R. Berkley worth $703K as of Q2 2026.
  • Caprock Group bought 2,904 W.R. Berkley shares in Q2 2026, an estimated $195K.
  • W.R. Berkley made up 0.01% of Caprock Group's portfolio in Q2 2026, its #749 holding.
  • Caprock Group first reported a position in W.R. Berkley in Q2 2022 and has held it in 13 quarters since.
  • Caprock Group's W.R. Berkley position peaked at $935K in Q1 2025.
  • 948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.