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 Q2	$846	Buy	+12	New	+$804	﹤0.01%	672

Other funds holding WRB

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Key Capital Management's WRB Position: Q2 2026 in Review

Key Capital Management opened a new position in W.R. Berkley (WRB) in Q2 2026: 12 shares worth $846. The stake represents ﹤0.01% of the portfolio and ranks #672 among its holdings.

473 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Key Capital Management held 12 shares of W.R. Berkley worth $846 as of Q2 2026.
W.R. Berkley was a new Key Capital Management position in Q2 2026.
W.R. Berkley made up ﹤0.01% of Key Capital Management's portfolio in Q2 2026, its #672 holding.
473 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.