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

Graham Capital Wealth 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 Q1	–	Sell	-2,877	Closed	-$202K	–	69
2025 Q4	$202K	Sell	2,877 -1,400	-33%	-$103K	0.19%	59
2025 Q3	$328K	Hold	4,277	–	–	0.33%	57
2025 Q2	$314K	Sell	4,277 -1,400	-25%	-$100K	0.35%	54
2025 Q1	$404K	Hold	5,677	–	–	0.43%	47
2024 Q4	$332K	Hold	5,677	–	–	0.29%	53
2024 Q3	$322K	Sell	5,677 -1	-0%	-$56	0.33%	42
2024 Q2	$297K	Hold	5,678	–	–	0.4%	34
2024 Q1	$335K	Sell	5,678 -1,350	-19%	-$73K	0.57%	28
2023 Q4	$331K	Hold	7,028	–	–	0.87%	21
2023 Q3	$279K	Hold	7,028	–	–	0.66%	33
2023 Q2	$279K	Buy	+7,028	New	+$276K	0.66%	33

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

Graham Capital Wealth Management's WRB Position: Q1 2026 in Review

Graham Capital Wealth Management sold out of W.R. Berkley (WRB) in Q1 2026, closing a stake of 2,877 shares — an estimated $202K sold.

Graham Capital Wealth Management first reported a position in WRB in Q2 2023 and held it in 11 quarters. The position peaked at $404K in Q1 2025. 920 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

Graham Capital Wealth Management reported no remaining W.R. Berkley position as of Q1 2026 after selling out during the quarter.
Graham Capital Wealth Management sold 2,877 W.R. Berkley shares in Q1 2026, an estimated $202K.
Graham Capital Wealth Management first reported a position in W.R. Berkley in Q2 2023 and held it in 11 quarters.
Graham Capital Wealth Management's W.R. Berkley position peaked at $404K in Q1 2025.
920 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Graham Capital Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.