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
Q1 		$7.67M Sell
115,918
-170,000
-59% -$11.7M 0.01% 712
2025
Q4 		$19.1M Sell
285,918
-214,808
-43% -$15.8M 0.01% 574
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 $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

Corient Private Wealth's WRB Position: Q1 2026 in Review

Corient Private Wealth reduced its W.R. Berkley (WRB) stake by 59% in Q1 2026, selling an estimated $11.7M and leaving 115,918 shares worth $7.67M. The position accounts for 0.01% of the portfolio, ranked #712.

Corient Private Wealth first reported a position in WRB in Q4 2022 and has held it in 14 quarters since. The position peaked at $190M in Q3 2025. 920 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Corient Private Wealth held 115,918 shares of W.R. Berkley worth $7.67M as of Q1 2026.
  • Corient Private Wealth sold 170,000 W.R. Berkley shares in Q1 2026, an estimated $11.7M.
  • W.R. Berkley made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #712 holding.
  • Corient Private Wealth first reported a position in W.R. Berkley in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's W.R. Berkley position peaked at $190M in Q3 2025.
  • 920 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.