Family CFO’s W.R. Berkley WRB Stock Holding History

Family CFO’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	-60	Closed	-$4.21K	–	89
2025 Q4	$4.21K	Buy	+60	New	+$4.42K	﹤0.01%	79
2025 Q3	–	Sell	-60	Closed	-$4.41K	–	87
2025 Q2	$4.41K	Buy	+60	New	+$4.3K	﹤0.01%	79
2025 Q1	–	Sell	-60	Closed	-$3.51K	–	93
2024 Q4	$3.51K	Buy	+60	New	+$3.59K	﹤0.01%	79

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Family CFO's WRB Position: Q1 2026 in Review

Family CFO sold out of W.R. Berkley (WRB) in Q1 2026, closing a stake of 60 shares — an estimated $4.21K sold.

Family CFO first reported a position in WRB in Q4 2024 and held it in 3 quarters. The position peaked at $4.41K in Q2 2025. 921 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

Family CFO reported no remaining W.R. Berkley position as of Q1 2026 after selling out during the quarter.
Family CFO sold 60 W.R. Berkley shares in Q1 2026, an estimated $4.21K.
Family CFO first reported a position in W.R. Berkley in Q4 2024 and held it in 3 quarters.
Family CFO's W.R. Berkley position peaked at $4.41K in Q2 2025.
921 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Family CFO's 13F filing for Q1 2026, filed 28 Apr 2026.