CGC Financial Services
WRB icon

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
Q3 		$28.4K Hold
421
– – 0.01% 165
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

Mitsui Sumitomo Insurance
Mitsui Sumitomo Insurance Tokyo, Japan $3.97B AUM 11.85% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

CGC Financial Services's WRB Position: Q3 2026 in Review

CGC Financial Services held its W.R. Berkley (WRB) position steady in Q3 2026 at 421 shares worth $28.4K. The position accounts for 0.01% of the portfolio, ranked #165.

CGC Financial Services first reported a position in WRB in Q4 2023 and has held it in 12 quarters since. The position peaked at $79.6K in Q4 2023. 747 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • CGC Financial Services held 421 shares of W.R. Berkley worth $28.4K as of Q3 2026.
  • CGC Financial Services left its W.R. Berkley share count unchanged in Q3 2026.
  • W.R. Berkley made up 0.01% of CGC Financial Services's portfolio in Q3 2026, its #165 holding.
  • CGC Financial Services first reported a position in W.R. Berkley in Q4 2023 and has held it in 12 quarters since.
  • CGC Financial Services's W.R. Berkley position peaked at $79.6K in Q4 2023.
  • 747 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on CGC Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.