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

Monument 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 		$271K Buy
+3,848
New +$258K 0.05% 219
2025
Q4 		– Sell
-2,769
Closed -$212K – 247
2025
Q3 		$212K Hold
2,769
– – 0.05% 209
2025
Q2 		$203K Buy
+2,769
New +$198K 0.05% 212

Other funds holding WRB

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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return
PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return

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

Monument Capital Management opened a new position in W.R. Berkley (WRB) in Q2 2026: 3,848 shares worth $271K. The stake represents 0.05% of the portfolio and ranks #219 among its holdings. This is a return to the name: Monument Capital Management previously reported a position in WRB as recently as Q3 2025.

Monument Capital Management first reported a position in WRB in Q2 2025 and has held it in 3 quarters since. 374 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Monument Capital Management held 3,848 shares of W.R. Berkley worth $271K as of Q2 2026.
  • W.R. Berkley was a new Monument Capital Management position in Q2 2026.
  • W.R. Berkley made up 0.05% of Monument Capital Management's portfolio in Q2 2026, its #219 holding.
  • Monument Capital Management first reported a position in W.R. Berkley in Q2 2025 and has held it in 3 quarters since.
  • 374 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.