Cornerstone Investment Partners’s W.R. Berkley WRB Stock Holding History

Cornerstone Investment Partners’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	$94.2M	Buy	1,336,146 +283,642	+27%	+$19M	3.15%	12
2026 Q1	$69.8M	Sell	1,052,504 -47,242	-4%	-$3.25M	2.93%	15
2025 Q4	$77.1M	Buy	1,099,746 +133,804	+14%	+$9.86M	2.99%	15
2025 Q3	$74M	Buy	965,942 +207,060	+27%	+$14.7M	3.09%	15
2025 Q2	$55.8M	Buy	758,882 +14,366	+2%	+$1.03M	2.46%	22
2025 Q1	$53M	Buy	744,516 +734,474	+7,314%	+$45M	2.56%	24
2024 Q4	$588K	Buy	10,042 +482	+5%	+$28.9K	0.03%	57
2024 Q3	$542K	Buy	9,560 +29	+0.3%	+$1.63K	0.03%	61
2024 Q2	$499K	Buy	9,531 +1,788	+23%	+$95.8K	0.02%	76
2024 Q1	$457K	Buy	7,743 +109	+1%	+$5.9K	0.02%	89
2023 Q4	$360K	Buy	7,634 +2,657	+53%	+$121K	0.02%	97
2023 Q3	$211K	Buy	+4,977	New	+$206K	0.01%	139

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

Cornerstone Investment Partners's WRB Position: Q2 2026 in Review

Cornerstone Investment Partners increased its W.R. Berkley (WRB) stake by 27% in Q2 2026, buying an estimated $19M and bringing the position to 1,336,146 shares worth $94.2M. The position accounts for 3.15% of the portfolio, ranked #12.

Cornerstone Investment Partners first reported a position in WRB in Q3 2023 and has held it in 12 quarters since. 950 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Cornerstone Investment Partners held 1,336,146 shares of W.R. Berkley worth $94.2M as of Q2 2026.
Cornerstone Investment Partners bought 283,642 W.R. Berkley shares in Q2 2026, an estimated $19M.
W.R. Berkley made up 3.15% of Cornerstone Investment Partners's portfolio in Q2 2026, its #12 holding.
Cornerstone Investment Partners first reported a position in W.R. Berkley in Q3 2023 and has held it in 12 quarters since.
950 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Cornerstone Investment Partners's 13F filing for Q2 2026, filed 7 Aug 2026.