Carson Wealth (CWM LLC)
WRB icon

Carson Wealth (CWM LLC)’s W.R. Berkley WRB Stock Holding History

Carson Wealth (CWM LLC)’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 		$18.6M Sell
280,114
-13,977
-5% -$963K 0.05% 356
2025
Q4 		$20.6M Sell
294,091
-11,620
-4% -$856K 0.06% 307
2025
Q3 		$23.4M Sell
305,711
-773
-0.3% -$55K 0.07% 237
2025
Q2 		$22.5M Sell
306,484
-15,384
-5% -$1.1M 0.08% 215
2025
Q1 		$22.9M Sell
321,868
-5,629
-2% -$345K 0.09% 206
2024
Q4 		$19.2M Sell
327,497
-7,574
-2% -$454K 0.08% 206
2024
Q3 		$19M Sell
335,071
-16,202
-5% -$910K 0.08% 214
2024
Q2 		$18.4M Sell
351,273
-17,367
-5% -$930K 0.09% 213
2024
Q1 		$21.7M Sell
368,640
-27,828
-7% -$1.51M 0.11% 185
2023
Q4 		$18.7M Sell
396,468
-53,931
-12% -$2.46M 0.1% 193
2023
Q3 		$19.1M Sell
450,399
-39,534
-8% -$1.64M 0.12% 164
2023
Q2 		$19.5M Sell
489,933
-28,817
-6% -$1.13M 0.12% 162
2023
Q1 		$21.5M Buy
518,750
+9,182
+2% +$411K 0.15% 139
2022
Q4 		$24.7M Buy
509,568
+506,949
+19,357% +$24.5M 0.18% 119
2022
Q3 		$113K Buy
2,619
+411
+19% +$17.8K ﹤0.01% 1291
2022
Q2 		$100K Buy
2,208
+339
+18% +$15.4K ﹤0.01% 1312
2022
Q1 		$83K Buy
1,869
+130
+7% +$5.18K ﹤0.01% 1401
2021
Q4 		$64K Buy
+1,739
New +$61.7K ﹤0.01% 1480
2021
Q2 		$55K Hold
1,667
– – ﹤0.01% 1369
2021
Q1 		$55K Hold
1,667
– – ﹤0.01% 1369
2020
Q4 		$55K Hold
1,667
– – ﹤0.01% 1369
2020
Q3 		$55K Hold
1,667
– – ﹤0.01% 1369
2020
Q2 		$55K Hold
1,667
– – ﹤0.01% 1369
2020
Q1 		$55K Hold
1,667
– – ﹤0.01% 1369
2019
Q4 		$55K Hold
1,667
– – ﹤0.01% 1369
2019
Q3 		$55K Hold
1,667
– – ﹤0.01% 1369
2019
Q2 		$55K Sell
1,667
-834
-33% -$22.8K ﹤0.01% 1369
2019
Q1 		$55K Buy
2,501
+2,315
+1,245% +$54.6K ﹤0.01% 1369
2018
Q4 		$4K Hold
186
– – ﹤0.01% 1619
2018
Q3 		$4K Hold
186
– – ﹤0.01% 1417
2018
Q2 		$4K Buy
+186
New +$4.14K ﹤0.01% 1259

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $170B AUM 46.21% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WRB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its W.R. Berkley (WRB) stake by 4.8% in Q1 2026, selling an estimated $963K and leaving 280,114 shares worth $18.6M. The position accounts for 0.05% of the portfolio, ranked #356.

Carson Wealth (CWM LLC) first reported a position in WRB in Q2 2018 and has held it in 31 quarters since. The position peaked at $24.7M in Q4 2022. 924 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 280,114 shares of W.R. Berkley worth $18.6M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 13,977 W.R. Berkley shares in Q1 2026, an estimated $963K.
  • W.R. Berkley made up 0.05% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #356 holding.
  • Carson Wealth (CWM LLC) first reported a position in W.R. Berkley in Q2 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s W.R. Berkley position peaked at $24.7M in Q4 2022.
  • 924 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.