CVA Family Office’s W.R. Berkley WRB Stock Holding History

CVA Family Office’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	$64.7K	Buy	918 +88	+11%	+$5.9K	0.01%	557
2026 Q1	$55K	Buy	830 +378	+84%	+$26K	0.01%	574
2025 Q4	$31.7K	Sell	452 -7	-2%	-$516	﹤0.01%	617
2025 Q3	$35.2K	Sell	459 -18	-4%	-$1.28K	﹤0.01%	599
2025 Q2	$35K	Sell	477 -52	-10%	-$3.73K	﹤0.01%	593
2025 Q1	$37.6K	Buy	529 +49	+10%	+$3K	0.01%	568
2024 Q4	$28.1K	Buy	480 +91	+23%	+$5.45K	﹤0.01%	621
2024 Q3	$22.1K	Sell	389 -10	-3%	-$561	﹤0.01%	639
2024 Q2	$20.9K	Buy	399 +9	+2%	+$482	﹤0.01%	630
2024 Q1	$23K	Hold	390	–	–	﹤0.01%	617
2023 Q4	$18.4K	Buy	+390	New	+$17.8K	﹤0.01%	641
2023 Q3	–	Sell	-509	Closed	-$20.2K	–	962
2023 Q2	$20.2K	Buy	509 +26	+5%	+$1.02K	﹤0.01%	616
2023 Q1	$20K	Sell	483 -8	-2%	-$358	﹤0.01%	592
2022 Q4	$23.7K	Buy	491 +8	+2%	+$386	0.01%	529
2022 Q3	$21K	Hold	483	–	–	0.01%	517
2022 Q2	$22K	Hold	483	–	–	0.01%	525
2022 Q1	$21K	Buy	483 +202	+72%	+$8.06K	0.01%	554
2021 Q4	$10K	Buy	+281	New	+$9.96K	﹤0.01%	659
2021 Q3	–	Sell	-281	Closed	-$9K	–	894
2021 Q2	$9K	Sell	281 -45	-14%	-$1.56K	﹤0.01%	685
2021 Q1	$11K	Buy	+326	New	+$10.1K	﹤0.01%	522

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

CVA Family Office's WRB Position: Q2 2026 in Review

CVA Family Office increased its W.R. Berkley (WRB) stake by 11% in Q2 2026, buying an estimated $5.9K and bringing the position to 918 shares worth $64.7K. The position accounts for 0.01% of the portfolio, ranked #557.

CVA Family Office first reported a position in WRB in Q1 2021 and has held it in 20 quarters since. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

CVA Family Office held 918 shares of W.R. Berkley worth $64.7K as of Q2 2026.
CVA Family Office bought 88 W.R. Berkley shares in Q2 2026, an estimated $5.9K.
W.R. Berkley made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #557 holding.
CVA Family Office first reported a position in W.R. Berkley in Q1 2021 and has held it in 20 quarters since.
953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.