Cumberland Partners’s W.R. Berkley WRB Stock Holding History

Cumberland 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 Q1	–	Sell	-11,765	Closed	-$825K	–	193
2025 Q4	$825K	Hold	11,765	–	–	0.05%	142
2025 Q3	$901K	Hold	11,765	–	–	0.06%	136
2025 Q2	$864K	Hold	11,765	–	–	0.06%	139
2025 Q1	$837K	Sell	11,765 -36,270	-76%	-$2.22M	0.06%	137
2024 Q4	$2.81M	Buy	48,035 +13,000	+37%	+$779K	0.2%	79
2024 Q3	$1.99M	Buy	+35,035	New	+$1.97M	0.14%	99
2024 Q2	–	Sell	-19,500	Closed	-$1.15M	–	211
2024 Q1	$1.15M	Sell	19,500 -10,500	-35%	-$568K	0.08%	118
2023 Q4	$1.41M	Buy	30,000 +4,500	+18%	+$205K	0.13%	107
2023 Q3	$1.08M	Buy	+25,500	New	+$1.06M	0.1%	113
2023 Q1	–	Sell	-16,500	Closed	-$798K	–	196
2022 Q4	$798K	Buy	+16,500	New	+$796K	0.08%	119

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cumberland Partners's WRB Position: Q1 2026 in Review

Cumberland Partners sold out of W.R. Berkley (WRB) in Q1 2026, closing a stake of 11,765 shares — an estimated $825K sold.

Cumberland Partners first reported a position in WRB in Q4 2022 and held it in 10 quarters. The position peaked at $2.81M in Q4 2024. 920 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

Cumberland Partners reported no remaining W.R. Berkley position as of Q1 2026 after selling out during the quarter.
Cumberland Partners sold 11,765 W.R. Berkley shares in Q1 2026, an estimated $825K.
Cumberland Partners first reported a position in W.R. Berkley in Q4 2022 and held it in 10 quarters.
Cumberland Partners's W.R. Berkley position peaked at $2.81M in Q4 2024.
920 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.