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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

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

Cromwell Holdings's WRB Position: Q2 2026 in Review

Cromwell Holdings increased its W.R. Berkley (WRB) stake by 3.2% in Q2 2026, buying an estimated $1.88K and bringing the position to 911 shares worth $64.8K. The position accounts for 0.03% of the portfolio, ranked #448.

Cromwell Holdings first reported a position in WRB in Q2 2024 and has held it in 9 quarters since. The position peaked at $68.9K in Q3 2025. 949 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Cromwell Holdings held 911 shares of W.R. Berkley worth $64.8K as of Q2 2026.
  • Cromwell Holdings bought 28 W.R. Berkley shares in Q2 2026, an estimated $1.88K.
  • W.R. Berkley made up 0.03% of Cromwell Holdings's portfolio in Q2 2026, its #448 holding.
  • Cromwell Holdings first reported a position in W.R. Berkley in Q2 2024 and has held it in 9 quarters since.
  • Cromwell Holdings's W.R. Berkley position peaked at $68.9K in Q3 2025.
  • 949 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.