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Chilton Investment Company’s W.R. Berkley WRB Stock Holding History

Chilton Investment Company’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 		$92M Sell
1,388,792
-249,535
-15% -$17.2M 2.16% 15
2025
Q4 		$115M Sell
1,638,327
-18,822
-1% -$1.39M 2.4% 13
2025
Q3 		$127M Buy
1,657,149
+25,931
+2% +$1.85M 2.59% 14
2025
Q2 		$120M Buy
1,631,218
+14,025
+0.9% +$1.01M 2.66% 15
2025
Q1 		$115M Buy
1,617,193
+38,872
+2% +$2.38M 2.81% 11
2024
Q4 		$92.4M Buy
1,578,321
+161,583
+11% +$9.68M 2.37% 13
2024
Q3 		$80.4M Buy
1,416,738
+200,407
+16% +$11.3M 2.1% 12
2024
Q2 		$63.7M Buy
1,216,331
+40,488
+3% +$2.17M 1.8% 16
2024
Q1 		$69.3M Sell
1,175,843
-10,204
-0.9% -$552K 1.9% 16
2023
Q4 		$55.9M Sell
1,186,047
-38,732
-3% -$1.77M 1.65% 16
2023
Q3 		$51.8M Buy
1,224,779
+59,807
+5% +$2.48M 1.65% 17
2023
Q2 		$46.3M Buy
1,164,972
+8,413
+0.7% +$331K 1.35% 22
2023
Q1 		$48M Buy
1,156,559
+684,255
+145% +$30.6M 1.48% 21
2022
Q4 		$22.9M Buy
472,304
+17,532
+4% +$846K 0.7% 28
2022
Q3 		$19.6M Buy
+454,772
New +$19.7M 0.61% 25
2022
Q1 		– Sell
-40,421
Closed -$1.48M – 165
2021
Q4 		$1.48M Buy
+40,421
New +$1.43M 0.03% 86
2021
Q1 		– Sell
-97,709
Closed -$2.88M – 170
2020
Q4 		$2.88M Sell
97,709
-185,584
-66% -$5.35M 0.08% 61
2020
Q3 		$7.7M Buy
283,293
+59,409
+27% +$1.63M 0.23% 44
2020
Q2 		$5.7M Buy
223,884
+27,391
+14% +$672K 0.19% 49
2020
Q1 		$4.56M Buy
196,493
+145,366
+284% +$4.33M 0.17% 51
2019
Q4 		$1.57M Buy
51,127
+30,267
+145% +$934K 0.05% 77
2019
Q3 		$670K Sell
20,860
-722
-3% -$22.6K 0.02% 88
2019
Q2 		$632K Sell
21,582
-5
-0% -$137 0.02% 88
2019
Q1 		$542K Sell
21,587
-3,999
-16% -$94.3K 0.02% 98
2018
Q4 		$560K Hold
25,586
– – 0.02% 102
2018
Q3 		$606K Hold
25,586
– – 0.02% 104
2018
Q2 		$549K Sell
25,586
-84,301
-77% -$1.87M 0.02% 112
2018
Q1 		$2.37M Sell
109,887
-412,853
-79% -$8.61M 0.09% 78
2017
Q4 		$11.1M Sell
522,740
-886,782
-63% -$18.1M 0.43% 42
2017
Q3 		$27.9M Buy
1,409,522
+7,682
+0.5% +$154K 1.08% 36
2017
Q2 		$28.7M Sell
1,401,840
-244,964
-15% -$4.96M 1.11% 35
2017
Q1 		$34.5M Buy
1,646,804
+18,515
+1% +$381K 1.34% 29
2016
Q4 		$32.1M Sell
1,628,289
-146,428
-8% -$2.63M 1.3% 30
2016
Q3 		$30.4M Sell
1,774,717
-62,228
-3% -$1.08M 1.19% 27
2016
Q2 		$32.6M Sell
1,836,945
-44,692
-2% -$744K 1.16% 28
2016
Q1 		$31.3M Buy
1,881,637
+1,429,434
+316% +$22M 1.15% 28
2015
Q4 		$7.34M Buy
452,203
+96,950
+27% +$1.58M 0.26% 43
2015
Q3 		$5.72M Sell
355,253
-576,544
-62% -$9.45M 0.2% 60
2015
Q2 		$14.3M Buy
931,797
+26,578
+3% +$396K 0.53% 38
2015
Q1 		$13.5M Buy
905,219
+284,391
+46% +$4.23M 0.48% 48
2014
Q4 		$9.43M Buy
+620,828
New +$9.34M 0.33% 59

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

Chilton Investment Company's WRB Position: Q1 2026 in Review

Chilton Investment Company reduced its W.R. Berkley (WRB) stake by 15% in Q1 2026, selling an estimated $17.2M and leaving 1,388,792 shares worth $92M. The position accounts for 2.16% of the portfolio, ranked #15.

Chilton Investment Company first reported a position in WRB in Q4 2014 and has held it in 41 quarters since. The position peaked at $127M in Q3 2025. 921 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Chilton Investment Company held 1,388,792 shares of W.R. Berkley worth $92M as of Q1 2026.
  • Chilton Investment Company sold 249,535 W.R. Berkley shares in Q1 2026, an estimated $17.2M.
  • W.R. Berkley made up 2.16% of Chilton Investment Company's portfolio in Q1 2026, its #15 holding.
  • Chilton Investment Company first reported a position in W.R. Berkley in Q4 2014 and has held it in 41 quarters since.
  • Chilton Investment Company's W.R. Berkley position peaked at $127M in Q3 2025.
  • 921 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Chilton Investment Company's 13F filing for Q1 2026, filed 15 May 2026.