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Cynosure Group’s W.R. Berkley WRB Stock Holding History

Cynosure Group’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
-5,959
Closed -$418K – 473
2025
Q4 		$418K Buy
5,959
+499
+9% +$36.8K 0.04% 340
2025
Q3 		$418K Sell
5,460
-9
-0.2% -$641 0.05% 262
2025
Q2 		$402K Buy
5,469
+9
+0.2% +$645 0.05% 293
2025
Q1 		$389K Buy
5,460
+399
+8% +$24.5K 0.05% 168
2024
Q4 		$296K Sell
5,061
-1,419
-22% -$85K 0.04% 265
2024
Q3 		$368K Sell
6,480
-587
-8% -$33K 0.05% 293
2024
Q2 		$370K Buy
7,067
+1,562
+28% +$83.7K 0.06% 289
2024
Q1 		$325K Buy
+5,505
New +$298K 0.06% 223

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Cynosure Group's WRB Position: Q1 2026 in Review

Cynosure Group sold out of W.R. Berkley (WRB) in Q1 2026, closing a stake of 5,959 shares — an estimated $418K sold.

Cynosure Group first reported a position in WRB in Q1 2024 and held it in 8 quarters. The position peaked at $418K in Q3 2025. 926 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Cynosure Group reported no remaining W.R. Berkley position as of Q1 2026 after selling out during the quarter.
  • Cynosure Group sold 5,959 W.R. Berkley shares in Q1 2026, an estimated $418K.
  • Cynosure Group first reported a position in W.R. Berkley in Q1 2024 and held it in 8 quarters.
  • Cynosure Group's W.R. Berkley position peaked at $418K in Q3 2025.
  • 926 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.