Key Capital Management
WRB icon

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

Key Capital 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
Q3 		$810 Hold
12
– – ﹤0.01% 701
2026
Q2 		$846 Buy
+12
New +$804 ﹤0.01% 672

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Anchor Capital Advisors
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Principal Financial Group
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Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Citigroup
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Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Key Capital Management's WRB Position: Q3 2026 in Review

Key Capital Management held its W.R. Berkley (WRB) position steady in Q3 2026 at 12 shares worth $810. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Key Capital Management first reported a position in WRB in Q2 2026 and has held it in 2 quarters since. The position peaked at $846 in Q2 2026. 488 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • Key Capital Management held 12 shares of W.R. Berkley worth $810 as of Q3 2026.
  • Key Capital Management left its W.R. Berkley share count unchanged in Q3 2026.
  • W.R. Berkley made up ﹤0.01% of Key Capital Management's portfolio in Q3 2026, its #701 holding.
  • Key Capital Management first reported a position in W.R. Berkley in Q2 2026 and has held it in 2 quarters since.
  • Key Capital Management's W.R. Berkley position peaked at $846 in Q2 2026.
  • 488 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.