CWM
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CIBC World Markets’s W.R. Berkley WRB Stock Holding History

CIBC World Markets’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
2025
Q4 		$2.94M Buy
+41,874
New +$3.09M 0.01% 527
2025
Q2 		$2.78M Buy
37,866
+1,440
+4% +$103K 0.02% 493
2025
Q1 		$2.59M Sell
36,426
-11,227
-24% -$688K 0.02% 443
2024
Q4 		$2.79M Sell
47,653
-10,932
-19% -$655K 0.02% 482
2024
Q3 		$3.32M Buy
58,585
+211
+0.4% +$11.8K 0.02% 414
2024
Q2 		$3.06M Sell
58,374
-31,785
-35% -$1.7M 0.02% 412
2024
Q1 		$5.32M Buy
90,159
+19,189
+27% +$1.04M 0.03% 308
2023
Q4 		$3.35M Buy
70,970
+21,959
+45% +$1M 0.02% 417
2023
Q3 		$2.07M Sell
49,011
-12,425
-20% -$515K 0.02% 362
2023
Q2 		$2.44M Buy
61,436
+21,297
+53% +$837K 0.02% 428
2023
Q1 		$1.67M Sell
40,139
-61,174
-60% -$2.74M 0.03% 400
2022
Q4 		$4.9M Buy
101,313
+50,716
+100% +$2.45M 0.03% 334
2022
Q3 		$2.18M Sell
50,597
-20,167
-28% -$876K 0.03% 263
2022
Q2 		$3.22M Sell
70,764
-2,958
-4% -$134K 0.03% 301
2022
Q1 		$3.27M Buy
+73,722
New +$2.94M 0.03% 327
2021
Q4 		– Sell
-83,365
Closed -$2.71M – 653
2021
Q3 		$2.71M Buy
83,365
+3,049
+4% +$101K 0.02% 381
2021
Q2 		$2.66M Sell
80,316
-10,046
-11% -$348K 0.02% 379
2021
Q1 		$3.03M Sell
90,362
-36,950
-29% -$1.14M 0.02% 377
2020
Q4 		$3.76M Buy
127,312
+16,153
+15% +$466K 0.02% 417
2020
Q3 		$3.02M Buy
111,159
+10,449
+10% +$286K 0.03% 359
2020
Q2 		$2.56M Buy
100,710
+10,217
+11% +$251K 0.03% 355
2020
Q1 		$2.1M Buy
90,493
+12,218
+16% +$364K 0.03% 338
2019
Q4 		$2.4M Buy
+78,275
New +$2.42M 0.02% 550

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIBC World Markets's WRB Position: Q4 2025 in Review

CIBC World Markets opened a new position in W.R. Berkley (WRB) in Q4 2025: 41,874 shares worth $2.94M. The stake represents 0.01% of the portfolio and ranks #527 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in WRB as recently as Q2 2025.

CIBC World Markets first reported a position in WRB in Q4 2019 and has held it in 23 quarters since. The position peaked at $5.32M in Q1 2024. 950 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

  • CIBC World Markets held 41,874 shares of W.R. Berkley worth $2.94M as of Q4 2025.
  • W.R. Berkley was a new CIBC World Markets position in Q4 2025.
  • W.R. Berkley made up 0.01% of CIBC World Markets's portfolio in Q4 2025, its #527 holding.
  • CIBC World Markets first reported a position in W.R. Berkley in Q4 2019 and has held it in 23 quarters since.
  • CIBC World Markets's W.R. Berkley position peaked at $5.32M in Q1 2024.
  • 950 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.