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

Pallas 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 		$203K Buy
+2,884
New +$193K 0.01% 904
2026
Q1 		– Sell
-4,457
Closed -$313K – 980
2025
Q4 		$313K Sell
4,457
-437
-9% -$32.2K 0.01% 667
2025
Q3 		$375K Sell
4,894
-1,391
-22% -$99K 0.01% 608
2025
Q2 		$462K Buy
6,285
+1,468
+30% +$105K 0.02% 527
2025
Q1 		$343K Buy
+4,817
New +$295K 0.01% 565

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Pallas Capital Advisors opened a new position in W.R. Berkley (WRB) in Q2 2026: 2,884 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #904 among its holdings. This is a return to the name: Pallas Capital Advisors previously reported a position in WRB as recently as Q4 2025.

Pallas Capital Advisors first reported a position in WRB in Q1 2025 and has held it in 5 quarters since. The position peaked at $462K in Q2 2025. 952 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Pallas Capital Advisors held 2,884 shares of W.R. Berkley worth $203K as of Q2 2026.
  • W.R. Berkley was a new Pallas Capital Advisors position in Q2 2026.
  • W.R. Berkley made up 0.01% of Pallas Capital Advisors's portfolio in Q2 2026, its #904 holding.
  • Pallas Capital Advisors first reported a position in W.R. Berkley in Q1 2025 and has held it in 5 quarters since.
  • Pallas Capital Advisors's W.R. Berkley position peaked at $462K in Q2 2025.
  • 952 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.