JHCP
WRB icon

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

Jackson Hole 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
Q1 		$223K Hold
3,370
– – 0.04% 214
2025
Q4 		$236K Hold
3,370
– – 0.04% 203
2025
Q3 		$258K Hold
3,370
– – 0.04% 190
2025
Q2 		$248K Hold
3,370
– – 0.05% 187
2025
Q1 		$240K Buy
+3,370
New +$207K 0.05% 188

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Jackson Hole Capital Partners's WRB Position: Q1 2026 in Review

Jackson Hole Capital Partners held its W.R. Berkley (WRB) position steady in Q1 2026 at 3,370 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #214.

Jackson Hole Capital Partners first reported a position in WRB in Q1 2025 and has held it in 5 quarters since. The position peaked at $258K in Q3 2025. 921 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Jackson Hole Capital Partners held 3,370 shares of W.R. Berkley worth $223K as of Q1 2026.
  • Jackson Hole Capital Partners left its W.R. Berkley share count unchanged in Q1 2026.
  • W.R. Berkley made up 0.04% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #214 holding.
  • Jackson Hole Capital Partners first reported a position in W.R. Berkley in Q1 2025 and has held it in 5 quarters since.
  • Jackson Hole Capital Partners's W.R. Berkley position peaked at $258K in Q3 2025.
  • 921 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.