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Greenwood Capital Associates’s W.R. Berkley WRB Stock Holding History

Greenwood Capital Associates’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
-5,993
Closed -$420K – 311
2025
Q4 		$420K Sell
5,993
-812
-12% -$59.8K 0.05% 209
2025
Q3 		$521K Sell
6,805
-578
-8% -$41.2K 0.06% 189
2025
Q2 		$542K Sell
7,383
-1,870
-20% -$134K 0.07% 186
2025
Q1 		$658K Sell
9,253
-79
-0.8% -$4.84K 0.09% 158
2024
Q4 		$546K Sell
9,332
-952
-9% -$57K 0.07% 177
2024
Q3 		$583K Buy
10,284
+1,930
+23% +$108K 0.08% 174
2024
Q2 		$438K Sell
8,354
-364
-4% -$19.5K 0.06% 194
2024
Q1 		$514K Sell
8,718
-180
-2% -$9.74K 0.07% 192
2023
Q4 		$420K Buy
+8,898
New +$406K 0.05% 206

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Greenwood Capital Associates's WRB Position: Q1 2026 in Review

Greenwood Capital Associates sold out of W.R. Berkley (WRB) in Q1 2026, closing a stake of 5,993 shares — an estimated $420K sold.

Greenwood Capital Associates first reported a position in WRB in Q4 2023 and held it in 9 quarters. The position peaked at $658K in Q1 2025. 925 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Greenwood Capital Associates reported no remaining W.R. Berkley position as of Q1 2026 after selling out during the quarter.
  • Greenwood Capital Associates sold 5,993 W.R. Berkley shares in Q1 2026, an estimated $420K.
  • Greenwood Capital Associates first reported a position in W.R. Berkley in Q4 2023 and held it in 9 quarters.
  • Greenwood Capital Associates's W.R. Berkley position peaked at $658K in Q1 2025.
  • 925 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Greenwood Capital Associates's 13F filing for Q1 2026, filed 29 Apr 2026.