Citizens Financial Group’s W.R. Berkley WRB Stock Holding History

Citizens Financial Group’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	$551K	Buy	7,752 +4,512	+139%	+$302K	0.01%	617
2026 Q1	$215K	Sell	3,240 -1,735	-35%	-$119K	﹤0.01%	790
2025 Q4	$349K	Sell	4,975 -577	-10%	-$42.5K	﹤0.01%	623
2025 Q3	$425K	Buy	5,552 +1,696	+44%	+$121K	0.01%	564
2025 Q2	$284K	Buy	3,856 +442	+13%	+$31.7K	﹤0.01%	589
2025 Q1	$243K	Sell	3,414 -16	-0.5%	-$981	﹤0.01%	547
2024 Q4	$201K	Buy	+3,430	New	+$205K	﹤0.01%	561
2021 Q2	–	Sell	-6,896	Closed	-$231K	–	365
2021 Q1	$231K	Buy	+6,896	New	+$213K	0.01%	285
2020 Q3	–	Sell	-3,092	Closed	-$79K	–	946
2020 Q2	$79K	Hold	3,092	–	–	0.01%	397
2020 Q1	$72K	Buy	3,092 +156	+5%	+$4.65K	0.01%	370
2019 Q4	$90K	Hold	2,936	–	–	0.01%	344
2019 Q3	$94K	Hold	2,936	–	–	0.01%	296
2019 Q2	$87K	Hold	2,936	–	–	0.01%	297
2019 Q1	$74K	Buy	+2,936	New	+$69.2K	0.01%	315

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

Citizens Financial Group's WRB Position: Q2 2026 in Review

Citizens Financial Group increased its W.R. Berkley (WRB) stake by 139% in Q2 2026, buying an estimated $302K and bringing the position to 7,752 shares worth $551K. The position accounts for 0.01% of the portfolio, ranked #617.

Citizens Financial Group first reported a position in WRB in Q1 2019 and has held it in 14 quarters since. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Citizens Financial Group held 7,752 shares of W.R. Berkley worth $551K as of Q2 2026.
Citizens Financial Group bought 4,512 W.R. Berkley shares in Q2 2026, an estimated $302K.
W.R. Berkley made up 0.01% of Citizens Financial Group's portfolio in Q2 2026, its #617 holding.
Citizens Financial Group first reported a position in W.R. Berkley in Q1 2019 and has held it in 14 quarters since.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.