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Impact Capital Partners’s W.R. Berkley WRB Stock Holding History

Impact Capital Partners’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 		$427K Sell
6,060
-5,606
-48% -$376K 0.12% 165
2026
Q1 		$773K Sell
11,666
-1,367
-10% -$94.2K 0.23% 88
2025
Q4 		$914K Sell
13,033
-211
-2% -$15.5K 0.27% 80
2025
Q3 		$1.01M Sell
13,244
-863
-6% -$61.4K 0.31% 68
2025
Q2 		$1.04M Sell
14,107
-665
-5% -$47.7K 0.34% 69
2025
Q1 		$1.05M Buy
14,772
+420
+3% +$25.7K 0.38% 66
2024
Q4 		$840K Buy
+14,352
New +$860K 0.3% 80

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Impact Capital Partners's WRB Position: Q2 2026 in Review

Impact Capital Partners reduced its W.R. Berkley (WRB) stake by 48% in Q2 2026, selling an estimated $376K and leaving 6,060 shares worth $427K. The position accounts for 0.12% of the portfolio, ranked #165.

Impact Capital Partners first reported a position in WRB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q1 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Impact Capital Partners held 6,060 shares of W.R. Berkley worth $427K as of Q2 2026.
  • Impact Capital Partners sold 5,606 W.R. Berkley shares in Q2 2026, an estimated $376K.
  • W.R. Berkley made up 0.12% of Impact Capital Partners's portfolio in Q2 2026, its #165 holding.
  • Impact Capital Partners first reported a position in W.R. Berkley in Q4 2024 and has held it in 7 quarters since.
  • Impact Capital Partners's W.R. Berkley position peaked at $1.05M in Q1 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.