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Coastal Bridge Advisors’s W.R. Berkley WRB Stock Holding History

Coastal Bridge Advisors’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
Q1 		$681K Buy
10,281
+4
+0% +$275 0.05% 267
2025
Q4 		$721K Buy
10,277
+154
+2% +$11.3K 0.05% 256
2025
Q3 		$776K Sell
10,123
-34
-0.3% -$2.42K 0.06% 238
2025
Q2 		$746K Buy
10,157
+138
+1% +$9.89K 0.06% 237
2025
Q1 		$713K Buy
+10,019
New +$614K 0.18% 130

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

Coastal Bridge Advisors's WRB Position: Q1 2026 in Review

Coastal Bridge Advisors increased its W.R. Berkley (WRB) stake by 0.04% in Q1 2026, buying an estimated $275 and bringing the position to 10,281 shares worth $681K. The position accounts for 0.05% of the portfolio, ranked #267.

Coastal Bridge Advisors first reported a position in WRB in Q1 2025 and has held it in 5 quarters since. The position peaked at $776K in Q3 2025. 921 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Coastal Bridge Advisors held 10,281 shares of W.R. Berkley worth $681K as of Q1 2026.
  • Coastal Bridge Advisors bought 4 W.R. Berkley shares in Q1 2026, an estimated $275.
  • W.R. Berkley made up 0.05% of Coastal Bridge Advisors's portfolio in Q1 2026, its #267 holding.
  • Coastal Bridge Advisors first reported a position in W.R. Berkley in Q1 2025 and has held it in 5 quarters since.
  • Coastal Bridge Advisors's W.R. Berkley position peaked at $776K in Q3 2025.
  • 921 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.