CoreCap Advisors’s W.R. Berkley WRB Stock Holding History

CoreCap 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	$40.1K	Buy	568 +78	+16%	+$5.23K	﹤0.01%	1497
2026 Q1	$32.5K	Buy	490 +141	+40%	+$9.71K	﹤0.01%	1487
2025 Q4	$24.5K	Buy	349 +25	+8%	+$1.84K	﹤0.01%	1594
2025 Q3	$24.8K	Sell	324 -670	-67%	-$47.7K	﹤0.01%	1593
2025 Q2	$73K	Buy	994 +626	+170%	+$44.9K	﹤0.01%	1093
2025 Q1	$26.2K	Buy	368 +47	+15%	+$2.88K	﹤0.01%	1435
2024 Q4	$18.8K	Buy	321 +129	+67%	+$7.73K	﹤0.01%	1558
2024 Q3	$10.9K	Buy	+192	New	+$10.8K	﹤0.01%	1777
2024 Q2	–	Sell	-1,890	Closed	-$111K	–	2607
2024 Q1	$111K	Buy	+1,890	New	+$102K	0.01%	803
2023 Q4	–	Sell	-5,835	Closed	-$247K	–	638
2023 Q3	$247K	Sell	5,835 -2,592	-31%	-$107K	0.02%	458
2023 Q2	$335K	Buy	+8,427	New	+$331K	0.02%	436
2022 Q4	$571K	Buy	11,801 +3,336	+39%	+$161K	0.04%	328
2022 Q3	$364K	Sell	8,465 -483	-5%	-$21K	0.03%	382
2022 Q2	$407K	Buy	+8,948	New	+$407K	0.03%	359

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

CoreCap Advisors's WRB Position: Q2 2026 in Review

CoreCap Advisors increased its W.R. Berkley (WRB) stake by 16% in Q2 2026, buying an estimated $5.23K and bringing the position to 568 shares worth $40.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1497.

CoreCap Advisors first reported a position in WRB in Q2 2022 and has held it in 14 quarters since. The position peaked at $571K in Q4 2022. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

CoreCap Advisors held 568 shares of W.R. Berkley worth $40.1K as of Q2 2026.
CoreCap Advisors bought 78 W.R. Berkley shares in Q2 2026, an estimated $5.23K.
W.R. Berkley made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1497 holding.
CoreCap Advisors first reported a position in W.R. Berkley in Q2 2022 and has held it in 14 quarters since.
CoreCap Advisors's W.R. Berkley position peaked at $571K in Q4 2022.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.