CI
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CX Institutional’s W.R. Berkley WRB Stock Holding History

CX Institutional’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
Q3 		$307K Buy
4,552
+433
+11% +$30.5K 0.01% 619
2026
Q2 		$290K Buy
4,119
+37
+0.9% +$2.48K 0.01% 642
2026
Q1 		$271K Sell
4,082
-321
-7% -$22.1K 0.01% 640
2025
Q4 		$309K Buy
4,403
+176
+4% +$13K 0.01% 570
2025
Q3 		$324K Sell
4,227
-96
-2% -$6.83K 0.01% 547
2025
Q2 		$318K Sell
4,323
-68
-2% -$4.87K 0.01% 492
2025
Q1 		$312K Buy
4,391
+850
+24% +$52.1K 0.01% 473
2024
Q4 		$207K Buy
+3,541
New +$212K 0.01% 512
2024
Q3 		– Sell
-53,361
Closed -$2.8M – 598
2024
Q2 		$2.8M Buy
53,361
+402
+0.8% +$21.5K 0.13% 170
2024
Q1 		$3.12M Buy
52,959
+50,412
+1,979% +$2.73M 0.15% 165
2023
Q4 		$120K Buy
+2,547
New +$116K 0.01% 512
2023
Q1 		– Sell
-33,986
Closed -$1.64M – 603
2022
Q4 		$1.64M Buy
33,986
+26
+0.1% +$1.25K 0.1% 211
2022
Q3 		$1.46M Buy
33,960
+1,903
+6% +$82.6K 0.1% 220
2022
Q2 		$1.46M Sell
32,057
-5,541
-15% -$252K 0.11% 212
2022
Q1 		$1.67M Buy
+37,598
New +$1.5M 0.13% 176
2021
Q4 		– Sell
-722
Closed -$23K – 904
2021
Q3 		$23K Buy
722
+162
+29% +$5.34K ﹤0.01% 720
2021
Q2 		$19K Buy
560
+40
+8% +$1.39K ﹤0.01% 752
2021
Q1 		$17K Buy
520
+117
+29% +$3.61K ﹤0.01% 704
2020
Q4 		$12K Buy
403
+259
+180% +$7.47K ﹤0.01% 708
2020
Q3 		$4K Sell
144
-90
-38% -$2.47K ﹤0.01% 774
2020
Q2 		$6K Buy
234
+27
+13% +$662 ﹤0.01% 654
2020
Q1 		$5K Buy
+207
New +$6.17K ﹤0.01% 558

Other funds holding WRB

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CX Institutional's WRB Position: Q3 2026 in Review

CX Institutional increased its W.R. Berkley (WRB) stake by 11% in Q3 2026, buying an estimated $30.5K and bringing the position to 4,552 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #619.

CX Institutional first reported a position in WRB in Q1 2020 and has held it in 22 quarters since. The position peaked at $3.12M in Q1 2024. 20 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • CX Institutional held 4,552 shares of W.R. Berkley worth $307K as of Q3 2026.
  • CX Institutional bought 433 W.R. Berkley shares in Q3 2026, an estimated $30.5K.
  • W.R. Berkley made up 0.01% of CX Institutional's portfolio in Q3 2026, its #619 holding.
  • CX Institutional first reported a position in W.R. Berkley in Q1 2020 and has held it in 22 quarters since.
  • CX Institutional's W.R. Berkley position peaked at $3.12M in Q1 2024.
  • 20 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.