PCA
WRB icon

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
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 $3.9B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Pallas Capital Advisors's WRB Position: Q1 2026 in Review

Pallas Capital Advisors sold out of W.R. Berkley (WRB) in Q1 2026, closing a stake of 4,457 shares — an estimated $313K sold.

Pallas Capital Advisors first reported a position in WRB in Q1 2025 and held it in 4 quarters. The position peaked at $462K in Q2 2025. 921 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Pallas Capital Advisors reported no remaining W.R. Berkley position as of Q1 2026 after selling out during the quarter.
  • Pallas Capital Advisors sold 4,457 W.R. Berkley shares in Q1 2026, an estimated $313K.
  • Pallas Capital Advisors first reported a position in W.R. Berkley in Q1 2025 and held it in 4 quarters.
  • Pallas Capital Advisors's W.R. Berkley position peaked at $462K in Q2 2025.
  • 921 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.