Catalyst Funds Management’s W.R. Berkley WRB Stock Holding History

Catalyst Funds Management’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	$1.17M	Sell	16,652 -500	-3%	-$33.5K	0.07%	270
2026 Q1	$1.14M	Buy	+17,152	New	+$1.18M	0.19%	141
2025 Q1	–	Sell	-23,600	Closed	-$1.38M	–	599
2024 Q4	$1.38M	Buy	23,600 +14,400	+157%	+$862K	0.34%	62
2024 Q3	$522K	Buy	+9,200	New	+$517K	0.11%	129
2024 Q2	–	Sell	-3,000	Closed	-$177K	–	1653
2024 Q1	$177K	Buy	+3,000	New	+$162K	0.05%	284

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 Funds Management's WRB Position: Q2 2026 in Review

Catalyst Funds Management reduced its W.R. Berkley (WRB) stake by 2.9% in Q2 2026, selling an estimated $33.5K and leaving 16,652 shares worth $1.17M. The position accounts for 0.07% of the portfolio, ranked #270.

Catalyst Funds Management first reported a position in WRB in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.38M in Q4 2024. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Catalyst Funds Management held 16,652 shares of W.R. Berkley worth $1.17M as of Q2 2026.
Catalyst Funds Management sold 500 W.R. Berkley shares in Q2 2026, an estimated $33.5K.
W.R. Berkley made up 0.07% of Catalyst Funds Management's portfolio in Q2 2026, its #270 holding.
Catalyst Funds Management first reported a position in W.R. Berkley in Q1 2024 and has held it in 5 quarters since.
Catalyst Funds Management's W.R. Berkley position peaked at $1.38M in Q4 2024.
948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.