Impact Capital Partners
WRB icon

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
Q3 		$309K Sell
4,578
-1,482
-24% -$105K 0.08% 204
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

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Impact Capital Partners's WRB Position: Q3 2026 in Review

Impact Capital Partners reduced its W.R. Berkley (WRB) stake by 24% in Q3 2026, selling an estimated $105K and leaving 4,578 shares worth $309K. The position accounts for 0.08% of the portfolio, ranked #204.

Impact Capital Partners first reported a position in WRB in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.05M in Q1 2025. 806 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • Impact Capital Partners held 4,578 shares of W.R. Berkley worth $309K as of Q3 2026.
  • Impact Capital Partners sold 1,482 W.R. Berkley shares in Q3 2026, an estimated $105K.
  • W.R. Berkley made up 0.08% of Impact Capital Partners's portfolio in Q3 2026, its #204 holding.
  • Impact Capital Partners first reported a position in W.R. Berkley in Q4 2024 and has held it in 8 quarters since.
  • Impact Capital Partners's W.R. Berkley position peaked at $1.05M in Q1 2025.
  • 806 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Impact Capital Partners's 13F filing for Q3 2026, filed 22 Oct 2026.