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

Raleigh 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 		$39.8K Sell
564
-11
-2% -$737 0.01% 292
2026
Q1 		$38.1K Sell
575
-10
-2% -$689 0.01% 305
2025
Q4 		$41K Sell
585
-28
-5% -$2.06K 0.01% 302
2025
Q3 		$46.9K Sell
613
-33
-5% -$2.35K 0.02% 272
2025
Q2 		$47.5K Sell
646
-83
-11% -$5.95K 0.02% 277
2025
Q1 		$51.8K Sell
729
-106
-13% -$6.5K 0.02% 271
2024
Q4 		$48.8K Sell
835
-8
-0.9% -$479 0.02% 324
2024
Q3 		$47.8K Sell
843
-26
-3% -$1.46K 0.02% 324
2024
Q2 		$45.5K Buy
869
+120
+16% +$6.43K 0.02% 312
2024
Q1 		$44.1K Buy
749
+231
+45% +$12.5K 0.02% 314
2023
Q4 		$24.4K Sell
518
-103
-17% -$4.7K 0.01% 399
2023
Q3 		$26.3K Buy
621
+354
+133% +$14.7K 0.01% 348
2023
Q2 		$10.6K Sell
267
-6
-2% -$236 0.01% 470
2023
Q1 		$11.3K Sell
273
-92
-25% -$4.12K 0.01% 474
2022
Q4 		$17.7K Buy
365
+279
+324% +$13.5K 0.01% 339
2022
Q3 		$4K Buy
+86
New +$3.73K ﹤0.01% 556

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 $3.38T AUM 44.17% 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

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

Raleigh Capital Management reduced its W.R. Berkley (WRB) stake by 1.9% in Q2 2026, selling an estimated $737 and leaving 564 shares worth $39.8K. The position accounts for 0.01% of the portfolio, ranked #292.

Raleigh Capital Management first reported a position in WRB in Q3 2022 and has held it in 16 quarters since. The position peaked at $51.8K in Q1 2025. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Raleigh Capital Management held 564 shares of W.R. Berkley worth $39.8K as of Q2 2026.
  • Raleigh Capital Management sold 11 W.R. Berkley shares in Q2 2026, an estimated $737.
  • W.R. Berkley made up 0.01% of Raleigh Capital Management's portfolio in Q2 2026, its #292 holding.
  • Raleigh Capital Management first reported a position in W.R. Berkley in Q3 2022 and has held it in 16 quarters since.
  • Raleigh Capital Management's W.R. Berkley position peaked at $51.8K in Q1 2025.
  • 953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.