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 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 $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

Curi RMB Capital's WRB Position: Q1 2026 in Review

Curi RMB Capital reduced its W.R. Berkley (WRB) stake by 0.03% in Q1 2026, selling an estimated $4.06K and leaving 212,241 shares worth $14.1M. The position accounts for 0.25% of the portfolio, ranked #101.

Curi RMB Capital first reported a position in WRB in Q1 2024 and has held it in 7 quarters since. The position peaked at $16.3M in Q3 2025. 920 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

Curi RMB Capital held 212,241 shares of W.R. Berkley worth $14.1M as of Q1 2026.
Curi RMB Capital sold 59 W.R. Berkley shares in Q1 2026, an estimated $4.06K.
W.R. Berkley made up 0.25% of Curi RMB Capital's portfolio in Q1 2026, its #101 holding.
Curi RMB Capital first reported a position in W.R. Berkley in Q1 2024 and has held it in 7 quarters since.
Curi RMB Capital's W.R. Berkley position peaked at $16.3M in Q3 2025.
920 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.