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Perbak Capital Partners’s W.R. Berkley WRB Stock Holding History

Perbak Capital Partners’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
-3,567
Closed -$250K – 392
2025
Q4 		$250K Buy
3,567
+524
+17% +$38.6K 0.08% 172
2025
Q3 		$233K Buy
+3,043
New +$217K 0.04% 281

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

Perbak Capital Partners's WRB Position: Q1 2026 in Review

Perbak Capital Partners sold out of W.R. Berkley (WRB) in Q1 2026, closing a stake of 3,567 shares — an estimated $250K sold.

Perbak Capital Partners first reported a position in WRB in Q3 2025 and held it in 2 quarters. The position peaked at $250K in Q4 2025. 920 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Perbak Capital Partners reported no remaining W.R. Berkley position as of Q1 2026 after selling out during the quarter.
  • Perbak Capital Partners sold 3,567 W.R. Berkley shares in Q1 2026, an estimated $250K.
  • Perbak Capital Partners first reported a position in W.R. Berkley in Q3 2025 and held it in 2 quarters.
  • Perbak Capital Partners's W.R. Berkley position peaked at $250K in Q4 2025.
  • 920 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Perbak Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.