Corient Private Wealth
WRB icon

Corient Private Wealth’s W.R. Berkley WRB Stock Holding History

Corient Private Wealth’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 		$8.71M Buy
123,513
+7,595
+7% +$509K 0.01% 687
2026
Q1 		$7.67M Sell
115,918
-20,417
-15% -$1.41M 0.01% 712
2025
Q4 		$9.57M Sell
136,335
-364,391
-73% -$26.9M 0.01% 572
2025
Q3 		$190M Buy
500,726
+343,795
+219% +$24.5M 0.3% 67
2025
Q2 		$11.5M Sell
156,931
-16,058
-9% -$1.15M 0.02% 494
2025
Q1 		$12.3M Sell
172,989
-32,039
-16% -$1.96M 0.02% 474
2024
Q4 		$12M Sell
205,028
-21,852
-10% -$1.31M 0.02% 471
2024
Q3 		$12.9M Sell
226,880
-325,308
-59% -$18.3M 0.02% 501
2024
Q2 		$28.9M Sell
552,188
-14,326
-3% -$767K 0.05% 316
2024
Q1 		$33.4M Sell
566,514
-13,886
-2% -$751K 0.06% 291
2023
Q4 		$27.4M Buy
580,400
+414,363
+250% +$18.9M 0.05% 327
2023
Q3 		$7.03M Buy
166,037
+11,465
+7% +$475K 0.02% 560
2023
Q2 		$6.14M Buy
154,572
+22,590
+17% +$888K 0.01% 577
2023
Q1 		$5.48M Buy
131,982
+108,054
+452% +$4.83M 0.01% 567
2022
Q4 		$1.16M Buy
+23,928
New +$1.15M ﹤0.01% 866

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Corient Private Wealth's WRB Position: Q2 2026 in Review

Corient Private Wealth increased its W.R. Berkley (WRB) stake by 6.6% in Q2 2026, buying an estimated $509K and bringing the position to 123,513 shares worth $8.71M. The position accounts for 0.01% of the portfolio, ranked #687.

Corient Private Wealth first reported a position in WRB in Q4 2022 and has held it in 15 quarters since. The position peaked at $190M in Q3 2025. 952 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Corient Private Wealth held 123,513 shares of W.R. Berkley worth $8.71M as of Q2 2026.
  • Corient Private Wealth bought 7,595 W.R. Berkley shares in Q2 2026, an estimated $509K.
  • W.R. Berkley made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #687 holding.
  • Corient Private Wealth first reported a position in W.R. Berkley in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's W.R. Berkley position peaked at $190M in Q3 2025.
  • 952 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.