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

Parsons 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 		$1.7M Sell
24,067
-275
-1% -$18.4K 0.08% 222
2026
Q1 		$1.61M Buy
24,342
+39
+0.2% +$2.69K 0.07% 220
2025
Q4 		$1.7M Buy
24,303
+127
+0.5% +$9.36K 0.09% 189
2025
Q3 		$1.85M Sell
24,176
-45
-0.2% -$3.2K 0.11% 179
2025
Q2 		$1.78M Sell
24,221
-30
-0.1% -$2.15K 0.11% 173
2025
Q1 		$1.73M Buy
24,251
+1,004
+4% +$61.5K 0.09% 185
2024
Q4 		$1.36M Sell
23,247
-2,104
-8% -$126K 0.07% 209
2024
Q3 		$1.44M Buy
25,351
+1,133
+5% +$63.6K 0.09% 194
2024
Q2 		$1.27M Buy
24,218
+4,818
+25% +$258K 0.09% 197
2024
Q1 		$1.14M Sell
19,400
-355
-2% -$19.2K 0.08% 215
2023
Q4 		$931K Buy
19,755
+3,793
+24% +$173K 0.07% 238
2023
Q3 		$676K Hold
15,962
– – 0.05% 260
2023
Q2 		$634K Buy
15,962
+3,803
+31% +$150K 0.05% 270
2023
Q1 		$505K Buy
+12,159
New +$544K 0.04% 296

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

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

Parsons Capital Management reduced its W.R. Berkley (WRB) stake by 1.1% in Q2 2026, selling an estimated $18.4K and leaving 24,067 shares worth $1.7M. The position accounts for 0.08% of the portfolio, ranked #222.

Parsons Capital Management first reported a position in WRB in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.85M in Q3 2025. 952 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Parsons Capital Management held 24,067 shares of W.R. Berkley worth $1.7M as of Q2 2026.
  • Parsons Capital Management sold 275 W.R. Berkley shares in Q2 2026, an estimated $18.4K.
  • W.R. Berkley made up 0.08% of Parsons Capital Management's portfolio in Q2 2026, its #222 holding.
  • Parsons Capital Management first reported a position in W.R. Berkley in Q1 2023 and has held it in 14 quarters since.
  • Parsons Capital Management's W.R. Berkley position peaked at $1.85M in Q3 2025.
  • 952 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Parsons Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.