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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
2020
Q1 		– Sell
-1,350
Closed -$158 – 694
2019
Q4 		$158 Buy
+1,350
New +$41.7K ﹤0.01% 789

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

Clear Harbor Asset Management's WRB Position: Q1 2026 in Review

Clear Harbor Asset Management increased its W.R. Berkley (WRB) stake by 0.36% in Q1 2026, buying an estimated $1.72K and bringing the position to 6,876 shares worth $456K. The position accounts for 0.03% of the portfolio, ranked #316.

Clear Harbor Asset Management first reported a position in WRB in Q4 2019 and has held it in 14 quarters since. The position peaked at $529K in Q3 2025. 921 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Clear Harbor Asset Management held 6,876 shares of W.R. Berkley worth $456K as of Q1 2026.
  • Clear Harbor Asset Management bought 25 W.R. Berkley shares in Q1 2026, an estimated $1.72K.
  • W.R. Berkley made up 0.03% of Clear Harbor Asset Management's portfolio in Q1 2026, its #316 holding.
  • Clear Harbor Asset Management first reported a position in W.R. Berkley in Q4 2019 and has held it in 14 quarters since.
  • Clear Harbor Asset Management's W.R. Berkley position peaked at $529K in Q3 2025.
  • 921 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Clear Harbor Asset Management's 13F filing for Q1 2026, filed 5 May 2026.