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Crestwood Advisors Group’s W.R. Berkley WRB Stock Holding History

Crestwood Advisors Group’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 		$259K Buy
3,676
+648
+21% +$43.4K ﹤0.01% 743
2026
Q1 		$201K Sell
3,028
-28
-0.9% -$1.93K ﹤0.01% 736
2025
Q4 		$214K Sell
3,056
-825
-21% -$60.8K ﹤0.01% 641
2025
Q3 		$297K Buy
3,881
+160
+4% +$11.4K 0.01% 468
2025
Q2 		$273K Buy
3,721
+158
+4% +$11.3K ﹤0.01% 465
2025
Q1 		$254K Sell
3,563
-11
-0.3% -$674 ﹤0.01% 454
2024
Q4 		$209K Buy
+3,574
New +$214K ﹤0.01% 440

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Crestwood Advisors Group's WRB Position: Q2 2026 in Review

Crestwood Advisors Group increased its W.R. Berkley (WRB) stake by 21% in Q2 2026, buying an estimated $43.4K and bringing the position to 3,676 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Crestwood Advisors Group first reported a position in WRB in Q4 2024 and has held it in 7 quarters since. The position peaked at $297K in Q3 2025. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Crestwood Advisors Group held 3,676 shares of W.R. Berkley worth $259K as of Q2 2026.
  • Crestwood Advisors Group bought 648 W.R. Berkley shares in Q2 2026, an estimated $43.4K.
  • W.R. Berkley made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #743 holding.
  • Crestwood Advisors Group first reported a position in W.R. Berkley in Q4 2024 and has held it in 7 quarters since.
  • Crestwood Advisors Group's W.R. Berkley position peaked at $297K in Q3 2025.
  • 948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.