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CGC Financial Services’s W.R. Berkley WRB Stock Holding History

CGC Financial Services’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 		$29.7K Hold
421
– – 0.01% 161
2026
Q1 		$27.9K Hold
421
– – 0.01% 159
2025
Q4 		$29.5K Hold
421
– – 0.01% 164
2025
Q3 		$32.3K Hold
421
– – 0.01% 156
2025
Q2 		$30.9K Hold
421
– – 0.01% 150
2025
Q1 		$30K Hold
421
– – 0.01% 139
2024
Q4 		$24.6K Hold
421
– – 0.01% 148
2024
Q3 		$23.9K Sell
421
-1
-0.2% -$56 0.01% 150
2024
Q2 		$22.1K Hold
422
– – 0.01% 150
2024
Q1 		$24.9K Sell
422
-1,266
-75% -$68.5K 0.01% 143
2023
Q4 		$79.6K Buy
+1,688
New +$76.9K 0.04% 85

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CGC Financial Services's WRB Position: Q2 2026 in Review

CGC Financial Services held its W.R. Berkley (WRB) position steady in Q2 2026 at 421 shares worth $29.7K. The position accounts for 0.01% of the portfolio, ranked #161.

CGC Financial Services first reported a position in WRB in Q4 2023 and has held it in 11 quarters since. The position peaked at $79.6K in Q4 2023. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • CGC Financial Services held 421 shares of W.R. Berkley worth $29.7K as of Q2 2026.
  • CGC Financial Services left its W.R. Berkley share count unchanged in Q2 2026.
  • W.R. Berkley made up 0.01% of CGC Financial Services's portfolio in Q2 2026, its #161 holding.
  • CGC Financial Services first reported a position in W.R. Berkley in Q4 2023 and has held it in 11 quarters since.
  • CGC Financial Services's W.R. Berkley position peaked at $79.6K in Q4 2023.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.