Curi RMB Capital’s W.R. Berkley WRB Stock Holding History

Curi RMB Capital’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	$15.1M	Sell	212,122 -119	-0.1%	-$7.97K	0.23%	122
2026 Q1	$14.1M	Sell	212,241 -59	-0%	-$4.06K	0.25%	101
2025 Q4	$14.9M	Buy	212,300 +38	+0%	+$2.8K	0.26%	99
2025 Q3	$16.3M	Buy	212,262 +196	+0.1%	+$14K	0.3%	91
2025 Q2	$15.6M	Buy	+212,066	New	+$15.2M	0.3%	92
2025 Q1	–	Sell	-3,713	Closed	-$217K	–	562
2024 Q4	$217K	Buy	3,713 +36	+1%	+$2.16K	0.01%	502
2024 Q3	$209K	Buy	+3,677	New	+$206K	﹤0.01%	527
2024 Q2	–	Sell	-3,627	Closed	-$214K	–	573
2024 Q1	$214K	Buy	+3,627	New	+$196K	﹤0.01%	545

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 $3.38T AUM 44.17% 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

Curi RMB Capital's WRB Position: Q2 2026 in Review

Curi RMB Capital reduced its W.R. Berkley (WRB) stake by 0.06% in Q2 2026, selling an estimated $7.97K and leaving 212,122 shares worth $15.1M. The position accounts for 0.23% of the portfolio, ranked #122.

Curi RMB Capital first reported a position in WRB in Q1 2024 and has held it in 8 quarters since. The position peaked at $16.3M in Q3 2025. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Curi RMB Capital held 212,122 shares of W.R. Berkley worth $15.1M as of Q2 2026.
Curi RMB Capital sold 119 W.R. Berkley shares in Q2 2026, an estimated $7.97K.
W.R. Berkley made up 0.23% of Curi RMB Capital's portfolio in Q2 2026, its #122 holding.
Curi RMB Capital first reported a position in W.R. Berkley in Q1 2024 and has held it in 8 quarters since.
Curi RMB Capital's W.R. Berkley position peaked at $16.3M in Q3 2025.
953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.