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Choreo LLC’s W.R. Berkley WRB Stock Holding History

Choreo LLC’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 		$207K Sell
2,896
-1,240
-30% -$83.1K ﹤0.01% 1543
2026
Q1 		$274K Sell
4,136
-750
-15% -$51.7K ﹤0.01% 1303
2025
Q4 		$346K Sell
4,886
-707
-13% -$52.1K ﹤0.01% 1126
2025
Q3 		$429K Buy
5,593
+96
+2% +$6.83K 0.01% 1004
2025
Q2 		$404K Buy
5,497
+100
+2% +$7.17K 0.01% 1002
2025
Q1 		$384K Sell
5,397
-101
-2% -$6.19K 0.01% 972
2024
Q4 		$322K Buy
5,498
+813
+17% +$48.7K ﹤0.01% 1149
2024
Q3 		$268K Buy
+4,685
New +$263K ﹤0.01% 1275

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

Choreo LLC's WRB Position: Q2 2026 in Review

Choreo LLC reduced its W.R. Berkley (WRB) stake by 30% in Q2 2026, selling an estimated $83.1K and leaving 2,896 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #1543.

Choreo LLC first reported a position in WRB in Q3 2024 and has held it in 8 quarters since. The position peaked at $429K in Q3 2025. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Choreo LLC held 2,896 shares of W.R. Berkley worth $207K as of Q2 2026.
  • Choreo LLC sold 1,240 W.R. Berkley shares in Q2 2026, an estimated $83.1K.
  • W.R. Berkley made up ﹤0.01% of Choreo LLC's portfolio in Q2 2026, its #1543 holding.
  • Choreo LLC first reported a position in W.R. Berkley in Q3 2024 and has held it in 8 quarters since.
  • Choreo LLC's W.R. Berkley position peaked at $429K in Q3 2025.
  • 948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.