Carmel Capital Partners’s W.R. Berkley WRB Stock Holding History

Carmel Capital Partners’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	$683K	Buy	9,679 +802	+9%	+$53.7K	0.23%	75
2026 Q1	$588K	Buy	8,877 +1,563	+21%	+$108K	0.21%	80
2025 Q4	$513K	Buy	7,314 +80	+1%	+$5.89K	0.18%	79
2025 Q3	$554K	Sell	7,234 -1,703	-19%	-$121K	0.23%	73
2025 Q2	$657K	Buy	8,937 +2,668	+43%	+$191K	0.23%	79
2025 Q1	$446K	Buy	6,269 +4	+0.1%	+$245	0.18%	95
2024 Q4	$367K	Buy	6,265 +78	+1%	+$4.67K	0.15%	106
2024 Q3	$351K	Sell	6,187 -1	-0%	-$56	0.14%	117
2024 Q2	$324K	Hold	6,188	–	–	0.14%	111
2024 Q1	$365K	Hold	6,188	–	–	0.15%	99
2023 Q4	$292K	Sell	6,188 -268	-4%	-$12.2K	0.15%	111
2023 Q3	$273K	Buy	6,456 +268	+4%	+$11.1K	0.12%	117
2023 Q2	$246K	Sell	6,188 -1,800	-23%	-$70.8K	0.13%	106
2023 Q1	$332K	Hold	7,988	–	–	0.2%	89
2022 Q4	$386K	Hold	7,988	–	–	0.27%	80
2022 Q3	$344K	Hold	7,988	–	–	0.33%	71
2022 Q2	$363K	Sell	7,988 -562	-7%	-$25.6K	0.34%	71
2022 Q1	$380K	Hold	8,550	–	–	0.32%	73
2021 Q4	$313K	Buy	+8,550	New	+$303K	0.23%	85

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Carmel Capital Partners's WRB Position: Q2 2026 in Review

Carmel Capital Partners increased its W.R. Berkley (WRB) stake by 9% in Q2 2026, buying an estimated $53.7K and bringing the position to 9,679 shares worth $683K. The position accounts for 0.23% of the portfolio, ranked #75.

Carmel Capital Partners first reported a position in WRB in Q4 2021 and has held it in 19 quarters since. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Carmel Capital Partners held 9,679 shares of W.R. Berkley worth $683K as of Q2 2026.
Carmel Capital Partners bought 802 W.R. Berkley shares in Q2 2026, an estimated $53.7K.
W.R. Berkley made up 0.23% of Carmel Capital Partners's portfolio in Q2 2026, its #75 holding.
Carmel Capital Partners first reported a position in W.R. Berkley in Q4 2021 and has held it in 19 quarters since.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.