Everence Capital Management’s W.R. Berkley WRB Stock Holding History

Everence Capital Management’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	$1.04M	Hold	14,737	–	–	0.05%	255
2026 Q1	$977K	Hold	14,737	–	–	0.06%	242
2025 Q4	$1.03M	Hold	14,737	–	–	0.06%	230
2025 Q3	$1.13M	Hold	14,737	–	–	0.07%	216
2025 Q2	$1.08M	Hold	14,737	–	–	0.07%	212
2025 Q1	$1.05M	Hold	14,737	–	–	0.07%	221
2024 Q4	$862K	Hold	14,737	–	–	0.06%	256
2024 Q3	$836K	Sell	14,737 -1	-0%	-$56	0.05%	276
2024 Q2	$756	Hold	14,738	–	–	0.05%	274
2024 Q1	$869	Hold	14,738	–	–	0.06%	261
2023 Q4	$695K	Hold	14,738	–	–	0.05%	305
2023 Q3	$624	Hold	14,738	–	–	0.05%	319
2023 Q2	$547K	Hold	14,738	–	–	0.04%	326
2023 Q1	$612	Hold	14,738	–	–	0.05%	312
2022 Q4	$713	Hold	14,738	–	–	0.06%	274
2022 Q3	$634K	Hold	14,738	–	–	0.06%	278
2022 Q2	$671K	Hold	14,738	–	–	0.06%	258
2022 Q1	$654K	Buy	14,738 +7,133	+94%	+$284K	0.05%	306
2021 Q4	$278K	Sell	7,605 -17,528	-70%	-$621K	0.02%	611
2021 Q3	$817K	Hold	25,133	–	–	0.07%	239
2021 Q2	$831K	Hold	25,133	–	–	0.07%	235
2021 Q1	$842K	Hold	25,133	–	–	0.08%	213
2020 Q4	$742K	Buy	25,133 +11,475	+84%	+$331K	0.07%	226
2020 Q3	$371K	Buy	+13,658	New	+$374K	0.04%	395

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 $3.37T AUM 44.26% 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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Everence Capital Management's WRB Position: Q2 2026 in Review

Everence Capital Management held its W.R. Berkley (WRB) position steady in Q2 2026 at 14,737 shares worth $1.04M. The position accounts for 0.05% of the portfolio, ranked #255.

Everence Capital Management first reported a position in WRB in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.13M in Q3 2025. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Everence Capital Management held 14,737 shares of W.R. Berkley worth $1.04M as of Q2 2026.
Everence Capital Management left its W.R. Berkley share count unchanged in Q2 2026.
W.R. Berkley made up 0.05% of Everence Capital Management's portfolio in Q2 2026, its #255 holding.
Everence Capital Management first reported a position in W.R. Berkley in Q3 2020 and has held it in 24 quarters since.
Everence Capital Management's W.R. Berkley position peaked at $1.13M in Q3 2025.
948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.