CH
WRB icon

Cromwell Holdings’s W.R. Berkley WRB Stock Holding History

Cromwell Holdings’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 		$64.8K Buy
911
+28
+3% +$1.88K 0.03% 448
2026
Q1 		$58.5K Hold
883
– – 0.03% 448
2025
Q4 		$61.9K Sell
883
-16
-2% -$1.18K 0.03% 427
2025
Q3 		$68.9K Hold
899
– – 0.04% 411
2025
Q2 		$66K Buy
899
+24
+3% +$1.72K 0.04% 399
2025
Q1 		$62.3K Buy
875
+18
+2% +$1.1K 0.04% 401
2024
Q4 		$50.2K Hold
857
– – 0.03% 456
2024
Q3 		$48.6K Sell
857
-1
-0.1% -$56 0.03% 464
2024
Q2 		$44.9K Buy
+858
New +$46K 0.03% 460

Other funds holding WRB

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return
APIM
Agate Pass Investment Management Bainbridge Island, Washington $271M AUM 25.12% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return