Catalyst Financial Partners’s W.R. Berkley WRB Stock Holding History

Catalyst Financial 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	$247K	Buy	+3,508	New	+$235K	0.02%	363

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Catalyst Financial Partners's WRB Position: Q2 2026 in Review

Catalyst Financial Partners opened a new position in W.R. Berkley (WRB) in Q2 2026: 3,508 shares worth $247K. The stake represents 0.02% of the portfolio and ranks #363 among its holdings.

948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Catalyst Financial Partners held 3,508 shares of W.R. Berkley worth $247K as of Q2 2026.
W.R. Berkley was a new Catalyst Financial Partners position in Q2 2026.
W.R. Berkley made up 0.02% of Catalyst Financial Partners's portfolio in Q2 2026, its #363 holding.
948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

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