Clear Harbor Asset Management’s W.R. Berkley WRB Stock Holding History

Clear Harbor Asset 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	$484K	Sell	6,865 -11	-0.2%	-$737	0.03%	310
2026 Q1	$456K	Buy	6,876 +25	+0.4%	+$1.72K	0.03%	316
2025 Q4	$480K	Sell	6,851 -53	-0.8%	-$3.91K	0.03%	300
2025 Q3	$529K	Buy	6,904 +15	+0.2%	+$1.07K	0.04%	279
2025 Q2	$506K	Sell	6,889 -533	-7%	-$38.2K	0.04%	273
2025 Q1	$528K	Buy	7,422 +968	+15%	+$59.3K	0.04%	249
2024 Q4	$378K	Buy	6,454 +450	+7%	+$27K	0.03%	282
2024 Q3	$341K	Buy	6,004 +31	+0.5%	+$1.74K	0.03%	280
2024 Q2	$313K	Hold	5,973	–	–	0.03%	286
2024 Q1	$352K	Hold	5,973	–	–	0.03%	272
2023 Q4	$282K	Sell	5,973 -90	-1%	-$4.1K	0.03%	287
2023 Q3	$257K	Buy	6,063 +15	+0.2%	+$621	0.03%	287
2023 Q2	$240K	Buy	+6,048	New	+$238K	0.02%	294
2020 Q4	–	Sell	-169	Closed	-$4.59K	–	735
2020 Q3	$4.59K	Buy	+169	New	+$4.63K	﹤0.01%	677
2020 Q1	–	Sell	-641	Closed	-$19.7K	–	695
2019 Q4	$19.7K	Buy	+641	New	+$19.8K	﹤0.01%	519

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

Clear Harbor Asset Management's WRB Position: Q2 2026 in Review

Clear Harbor Asset Management reduced its W.R. Berkley (WRB) stake by 0.16% in Q2 2026, selling an estimated $737 and leaving 6,865 shares worth $484K. The position accounts for 0.03% of the portfolio, ranked #310.

Clear Harbor Asset Management first reported a position in WRB in Q4 2019 and has held it in 15 quarters since. The position peaked at $529K in Q3 2025. 949 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Clear Harbor Asset Management held 6,865 shares of W.R. Berkley worth $484K as of Q2 2026.
Clear Harbor Asset Management sold 11 W.R. Berkley shares in Q2 2026, an estimated $737.
W.R. Berkley made up 0.03% of Clear Harbor Asset Management's portfolio in Q2 2026, its #310 holding.
Clear Harbor Asset Management first reported a position in W.R. Berkley in Q4 2019 and has held it in 15 quarters since.
Clear Harbor Asset Management's W.R. Berkley position peaked at $529K in Q3 2025.
949 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.