CVM
WRB icon

Cheviot Value Management’s W.R. Berkley WRB Stock Holding History

Cheviot Value 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 		$95.2K Hold
1,350
– – 0.01% 170
2026
Q1 		$89.5K Hold
1,350
– – 0.01% 168
2025
Q4 		$91.4K Hold
1,350
– – 0.01% 174
2025
Q3 		$98K Hold
1,350
– – 0.01% 175
2025
Q2 		$95.4K Hold
1,350
– – 0.01% 159
2025
Q1 		$97.9K Buy
+1,350
New +$82.7K 0.01% 153

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

Cheviot Value Management's WRB Position: Q2 2026 in Review

Cheviot Value Management held its W.R. Berkley (WRB) position steady in Q2 2026 at 1,350 shares worth $95.2K. The position accounts for 0.01% of the portfolio, ranked #170.

Cheviot Value Management first reported a position in WRB in Q1 2025 and has held it in 6 quarters since. The position peaked at $98K in Q3 2025. 950 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Cheviot Value Management held 1,350 shares of W.R. Berkley worth $95.2K as of Q2 2026.
  • Cheviot Value Management left its W.R. Berkley share count unchanged in Q2 2026.
  • W.R. Berkley made up 0.01% of Cheviot Value Management's portfolio in Q2 2026, its #170 holding.
  • Cheviot Value Management first reported a position in W.R. Berkley in Q1 2025 and has held it in 6 quarters since.
  • Cheviot Value Management's W.R. Berkley position peaked at $98K in Q3 2025.
  • 950 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.