Chilton Capital Management’s W.R. Berkley WRB Stock Holding History

Chilton Capital 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	$259K	Hold	3,667	–	–	0.01%	206
2026 Q1	$243K	Hold	3,667	–	–	0.01%	222
2025 Q4	$257K	Hold	3,667	–	–	0.01%	202
2025 Q3	$281K	Hold	3,667	–	–	0.01%	204
2025 Q2	$269K	Hold	3,667	–	–	0.01%	198
2025 Q1	$261K	Hold	3,667	–	–	0.01%	198
2024 Q4	$215K	Hold	3,667	–	–	0.01%	218
2024 Q3	$208K	Sell	3,667 -1	-0%	-$56	0.01%	225
2024 Q2	$192K	Hold	3,668	–	–	0.01%	238
2024 Q1	$216K	Hold	3,668	–	–	0.01%	234
2023 Q4	$173K	Hold	3,668	–	–	0.01%	252
2023 Q3	$155K	Hold	3,668	–	–	0.01%	236
2023 Q2	$146K	Hold	3,668	–	–	0.01%	244
2023 Q1	$152K	Buy	+3,668	New	+$164K	0.01%	241

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Chilton Capital Management's WRB Position: Q2 2026 in Review

Chilton Capital Management held its W.R. Berkley (WRB) position steady in Q2 2026 at 3,667 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #206.

Chilton Capital Management first reported a position in WRB in Q1 2023 and has held it in 14 quarters since. The position peaked at $281K in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Chilton Capital Management held 3,667 shares of W.R. Berkley worth $259K as of Q2 2026.
Chilton Capital Management left its W.R. Berkley share count unchanged in Q2 2026.
W.R. Berkley made up 0.01% of Chilton Capital Management's portfolio in Q2 2026, its #206 holding.
Chilton Capital Management first reported a position in W.R. Berkley in Q1 2023 and has held it in 14 quarters since.
Chilton Capital Management's W.R. Berkley position peaked at $281K in Q3 2025.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Chilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.