Cerity Partners
WRB icon

Cerity Partners’s W.R. Berkley WRB Stock Holding History

Cerity 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
Q1 		$51.4M Buy
775,409
+27,678
+4% +$1.91M 0.07% 235
2025
Q4 		$52.4M Buy
747,731
+316,842
+74% +$23.3M 0.08% 224
2025
Q3 		$33M Buy
430,889
+74,439
+21% +$5.3M 0.05% 272
2025
Q2 		$26.2M Sell
356,450
-30,691
-8% -$2.2M 0.05% 313
2025
Q1 		$27.5M Buy
387,141
+46,141
+14% +$2.83M 0.06% 276
2024
Q4 		$19.9M Buy
341,000
+4,973
+1% +$298K 0.04% 315
2024
Q3 		$19.1M Buy
336,027
+21,982
+7% +$1.23M 0.04% 325
2024
Q2 		$16.5M Sell
314,045
-19,218
-6% -$1.03M 0.04% 307
2024
Q1 		$19.6M Buy
333,263
+55,386
+20% +$3M 0.05% 298
2023
Q4 		$13.1M Buy
277,877
+29,112
+12% +$1.33M 0.04% 325
2023
Q3 		$10.6M Buy
248,765
+9,627
+4% +$399K 0.05% 287
2023
Q2 		$9.49M Buy
239,138
+10,394
+5% +$409K 0.04% 353
2023
Q1 		$8.79M Buy
228,744
+218,430
+2,118% +$9.77M 0.02% 374
2022
Q4 		$499K Buy
10,314
+5,244
+103% +$253K ﹤0.01% 954
2022
Q3 		$218K Sell
5,070
-626
-11% -$27.2K ﹤0.01% 1025
2022
Q2 		$259K Buy
+5,696
New +$259K ﹤0.01% 969

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $140B AUM 27.84% 1-Year Est. Return

Cerity Partners's WRB Position: Q1 2026 in Review

Cerity Partners increased its W.R. Berkley (WRB) stake by 3.7% in Q1 2026, buying an estimated $1.91M and bringing the position to 775,409 shares worth $51.4M. The position accounts for 0.07% of the portfolio, ranked #235.

Cerity Partners first reported a position in WRB in Q2 2022 and has held it in 16 quarters since. The position peaked at $52.4M in Q4 2025. 920 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Cerity Partners held 775,409 shares of W.R. Berkley worth $51.4M as of Q1 2026.
  • Cerity Partners bought 27,678 W.R. Berkley shares in Q1 2026, an estimated $1.91M.
  • W.R. Berkley made up 0.07% of Cerity Partners's portfolio in Q1 2026, its #235 holding.
  • Cerity Partners first reported a position in W.R. Berkley in Q2 2022 and has held it in 16 quarters since.
  • Cerity Partners's W.R. Berkley position peaked at $52.4M in Q4 2025.
  • 920 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.