Capstone Investment Advisors
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Capstone Investment Advisors’s W.R. Berkley WRB Stock Holding History

Capstone Investment Advisors’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
2025
Q4 		– Sell
-6,895
Closed -$528K – 2102
2025
Q3 		$528K Buy
+6,895
New +$491K ﹤0.01% 1340
2025
Q2 		– Sell
-63,780
Closed -$4.54M – 1756
2025
Q1 		$4.54M Sell
63,780
-7,075
-10% -$434K 0.01% 482
2024
Q4 		$4.15M Buy
70,855
+64,676
+1,047% +$3.87M 0.01% 612
2024
Q3 		$351K Buy
6,179
+530
+9% +$29.8K ﹤0.01% 1343
2024
Q2 		$296K Buy
5,649
+96
+2% +$5.14K ﹤0.01% 1586
2024
Q1 		$327K Buy
5,553
+898
+19% +$48.6K ﹤0.01% 1791
2023
Q4 		$219K Buy
+4,655
New +$212K ﹤0.01% 1746
2022
Q2 		– Sell
-8
Closed – – 2147
2022
Q1 		$0 Buy
+8
New +$319 ﹤0.01% 2169
2021
Q4 		– Sell
-9,988
Closed -$354K – 2102
2021
Q3 		$325K Buy
+9,988
New +$329K ﹤0.01% 1632
2021
Q1 		– Sell
-1,429
Closed -$44.1K – 1964
2020
Q4 		$42K Buy
+1,429
New +$41.2K ﹤0.01% 1631
2016
Q1 		– Sell
-50,635
Closed -$821K – 780
2015
Q4 		$821K Buy
+50,635
New +$827K 0.02% 270

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capstone Investment Advisors's WRB Position: Q4 2025 in Review

Capstone Investment Advisors sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 6,895 shares — an estimated $528K sold.

Capstone Investment Advisors first reported a position in WRB in Q4 2015 and held it in 11 quarters. The position peaked at $4.54M in Q1 2025. 947 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

  • Capstone Investment Advisors reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 6,895 W.R. Berkley shares in Q4 2025, an estimated $528K.
  • Capstone Investment Advisors first reported a position in W.R. Berkley in Q4 2015 and held it in 11 quarters.
  • Capstone Investment Advisors's W.R. Berkley position peaked at $4.54M in Q1 2025.
  • 947 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.