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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$98.6K Sell
1,398
-30
-2% -$2.01K ﹤0.01% 1003
2026
Q1
$94.6K Buy
+1,428
New +$98.4K ﹤0.01% 909
2025
Q4
Sell
-75
Closed -$5.75K 1015
2025
Q3
$5.75K Sell
75
-511
-87% -$36.4K ﹤0.01% 915
2025
Q2
$43.1K Buy
586
+512
+692% +$36.7K ﹤0.01% 870
2025
Q1
$5.27K Buy
+74
New +$4.54K ﹤0.01% 851

Other funds holding WRB

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

Cary Street Partners reduced its W.R. Berkley (WRB) stake by 2.1% in Q2 2026, selling an estimated $2.01K and leaving 1,398 shares worth $98.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1003.

Cary Street Partners first reported a position in WRB in Q1 2025 and has held it in 5 quarters since. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Cary Street Partners held 1,398 shares of W.R. Berkley worth $98.6K as of Q2 2026.
  • Cary Street Partners sold 30 W.R. Berkley shares in Q2 2026, an estimated $2.01K.
  • W.R. Berkley made up ﹤0.01% of Cary Street Partners's portfolio in Q2 2026, its #1003 holding.
  • Cary Street Partners first reported a position in W.R. Berkley in Q1 2025 and has held it in 5 quarters since.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

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