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Maryland Capital Advisors’s W.R. Berkley WRB Stock Holding History

Maryland Capital Advisors’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 		$212 Buy
+3
New +$201 ﹤0.01% 435
2025
Q3 		– Sell
-61
Closed -$4.48K – 281
2025
Q2 		$4.48K Buy
+61
New +$4.37K ﹤0.01% 225

Other funds holding WRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIP
Cornerstone Investment Partners Atlanta, Georgia $2.99B AUM 60.05% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Maryland Capital Advisors's WRB Position: Q2 2026 in Review

Maryland Capital Advisors opened a new position in W.R. Berkley (WRB) in Q2 2026: 3 shares worth $212. The stake represents ﹤0.01% of the portfolio and ranks #435 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in WRB as recently as Q2 2025.

Maryland Capital Advisors first reported a position in WRB in Q2 2025 and has held it in 2 quarters since. The position peaked at $4.48K in Q2 2025. 511 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Maryland Capital Advisors held 3 shares of W.R. Berkley worth $212 as of Q2 2026.
  • W.R. Berkley was a new Maryland Capital Advisors position in Q2 2026.
  • W.R. Berkley made up ﹤0.01% of Maryland Capital Advisors's portfolio in Q2 2026, its #435 holding.
  • Maryland Capital Advisors first reported a position in W.R. Berkley in Q2 2025 and has held it in 2 quarters since.
  • Maryland Capital Advisors's W.R. Berkley position peaked at $4.48K in Q2 2025.
  • 511 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Maryland Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.