Cary Street Partners Investment Advisory’s W.R. Berkley WRB Stock Holding History

Cary Street Partners Investment Advisory’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	$151K	Sell	2,137 -330	-13%	-$22.1K	0.03%	431
2026 Q1	$164K	Buy	+2,467	New	+$170K	0.04%	378
2025 Q4	–	Sell	-2,668	Closed	-$204K	–	705
2025 Q3	$204K	Buy	2,668 +62	+2%	+$4.41K	0.09%	264
2025 Q2	$191K	Sell	2,606 -311	-11%	-$22.3K	0.09%	251
2025 Q1	$208K	Buy	+2,917	New	+$179K	0.12%	207
2023 Q4	–	Sell	-1,391	Closed	-$58.9K	–	1788
2023 Q3	$58.9K	Buy	+1,391	New	+$57.6K	﹤0.01%	821
2023 Q2	–	Sell	-300	Closed	-$12.5K	–	1798
2023 Q1	$12.5K	Buy	+300	New	+$13.4K	﹤0.01%	1093

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cary Street Partners Investment Advisory's WRB Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its W.R. Berkley (WRB) stake by 13% in Q2 2026, selling an estimated $22.1K and leaving 2,137 shares worth $151K. The position accounts for 0.03% of the portfolio, ranked #431.

Cary Street Partners Investment Advisory first reported a position in WRB in Q1 2023 and has held it in 7 quarters since. The position peaked at $208K in Q1 2025. 734 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Cary Street Partners Investment Advisory held 2,137 shares of W.R. Berkley worth $151K as of Q2 2026.
Cary Street Partners Investment Advisory sold 330 W.R. Berkley shares in Q2 2026, an estimated $22.1K.
W.R. Berkley made up 0.03% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #431 holding.
Cary Street Partners Investment Advisory first reported a position in W.R. Berkley in Q1 2023 and has held it in 7 quarters since.
Cary Street Partners Investment Advisory's W.R. Berkley position peaked at $208K in Q1 2025.
734 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.