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 Q2	$648K	Sell	9,188 -1,093	-11%	-$73.2K	0.04%	283
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	0.06%	234

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 $3.38T AUM 44.17% 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

Coastal Bridge Advisors's WRB Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its W.R. Berkley (WRB) stake by 11% in Q2 2026, selling an estimated $73.2K and leaving 9,188 shares worth $648K. The position accounts for 0.04% of the portfolio, ranked #283.

Coastal Bridge Advisors first reported a position in WRB in Q1 2025 and has held it in 6 quarters since. The position peaked at $776K in Q3 2025. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Coastal Bridge Advisors held 9,188 shares of W.R. Berkley worth $648K as of Q2 2026.
Coastal Bridge Advisors sold 1,093 W.R. Berkley shares in Q2 2026, an estimated $73.2K.
W.R. Berkley made up 0.04% of Coastal Bridge Advisors's portfolio in Q2 2026, its #283 holding.
Coastal Bridge Advisors first reported a position in W.R. Berkley in Q1 2025 and has held it in 6 quarters since.
Coastal Bridge Advisors's W.R. Berkley position peaked at $776K in Q3 2025.
953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.