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

Evergreen 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 		$798K Buy
11,217
+8,057
+255% +$540K 0.01% 644
2026
Q1 		$209K Buy
+3,160
New +$218K ﹤0.01% 1367
2025
Q4 		– Sell
-2,937
Closed -$225K – 1528
2025
Q3 		$225K Sell
2,937
-289
-9% -$20.6K 0.01% 1159
2025
Q2 		$237K Buy
3,226
+280
+10% +$20.1K 0.01% 939
2025
Q1 		$210K Buy
+2,946
New +$181K 0.01% 973

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

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

Evergreen Capital Management increased its W.R. Berkley (WRB) stake by 255% in Q2 2026, buying an estimated $540K and bringing the position to 11,217 shares worth $798K. The position accounts for 0.01% of the portfolio, ranked #644.

Evergreen Capital Management first reported a position in WRB in Q1 2025 and has held it in 5 quarters since. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Evergreen Capital Management held 11,217 shares of W.R. Berkley worth $798K as of Q2 2026.
  • Evergreen Capital Management bought 8,057 W.R. Berkley shares in Q2 2026, an estimated $540K.
  • W.R. Berkley made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #644 holding.
  • Evergreen Capital Management first reported a position in W.R. Berkley in Q1 2025 and has held it in 5 quarters since.
  • 948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.