CAG
WRB icon

Cypress Advisory Group’s W.R. Berkley WRB Stock Holding History

Cypress Advisory 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
Q2 		$1.8M Buy
25,455
+530
+2% +$35.5K 1.39% 18
2026
Q1 		$1.65M Buy
24,925
+15
+0.1% +$1.03K 1.26% 19
2025
Q4 		$1.75M Hold
24,910
– – 1.28% 21
2025
Q3 		$1.91M Hold
24,910
– – 1.41% 22
2025
Q2 		$1.83M Hold
24,910
– – 1.42% 19
2025
Q1 		$1.77M Buy
24,910
+525
+2% +$32.2K 1.62% 16
2024
Q4 		$1.43M Buy
+24,385
New +$1.46M 1.31% 24

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cypress Advisory Group's WRB Position: Q2 2026 in Review

Cypress Advisory Group increased its W.R. Berkley (WRB) stake by 2.1% in Q2 2026, buying an estimated $35.5K and bringing the position to 25,455 shares worth $1.8M. The position accounts for 1.39% of the portfolio, ranked #18.

Cypress Advisory Group first reported a position in WRB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.91M in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Cypress Advisory Group held 25,455 shares of W.R. Berkley worth $1.8M as of Q2 2026.
  • Cypress Advisory Group bought 530 W.R. Berkley shares in Q2 2026, an estimated $35.5K.
  • W.R. Berkley made up 1.39% of Cypress Advisory Group's portfolio in Q2 2026, its #18 holding.
  • Cypress Advisory Group first reported a position in W.R. Berkley in Q4 2024 and has held it in 7 quarters since.
  • Cypress Advisory Group's W.R. Berkley position peaked at $1.91M in Q3 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Cypress Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.