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

Sage 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	$1.46M	Buy	20,768 +250	+1%	+$16.8K	0.3%	70
2026 Q1	$1.36M	Buy	20,518 +4	+0%	+$275	0.32%	63
2025 Q4	$1.44M	Buy	20,514 +39	+0.2%	+$2.87K	0.34%	60
2025 Q3	$1.57M	Sell	20,475 -222	-1%	-$15.8K	0.37%	60
2025 Q2	$1.52M	Buy	20,697 +20	+0.1%	+$1.43K	0.38%	62
2025 Q1	$1.47M	Buy	20,677 +13,177	+176%	+$808K	0.39%	60
2024 Q4	$439K	Hold	7,500	–	–	0.11%	102
2024 Q3	$425K	Hold	7,500	–	–	0.11%	110
2024 Q2	$393K	Hold	7,500	–	–	0.11%	107
2024 Q1	$442K	Hold	7,500	–	–	0.13%	97
2023 Q4	$354K	Hold	7,500	–	–	0.11%	99
2023 Q3	$317K	Hold	7,500	–	–	0.12%	101
2023 Q2	$298K	Hold	7,500	–	–	0.1%	105
2023 Q1	$311K	Hold	7,500	–	–	0.12%	99
2022 Q4	$363K	Hold	7,500	–	–	0.16%	86
2022 Q3	$323K	Buy	+7,500	New	+$326K	0.16%	83

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Sage Capital Advisors increased its W.R. Berkley (WRB) stake by 1.2% in Q2 2026, buying an estimated $16.8K and bringing the position to 20,768 shares worth $1.46M. The position accounts for 0.3% of the portfolio, ranked #70.

Sage Capital Advisors first reported a position in WRB in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.57M in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Sage Capital Advisors held 20,768 shares of W.R. Berkley worth $1.46M as of Q2 2026.
Sage Capital Advisors bought 250 W.R. Berkley shares in Q2 2026, an estimated $16.8K.
W.R. Berkley made up 0.3% of Sage Capital Advisors's portfolio in Q2 2026, its #70 holding.
Sage Capital Advisors first reported a position in W.R. Berkley in Q3 2022 and has held it in 16 quarters since.
Sage Capital Advisors's W.R. Berkley position peaked at $1.57M in Q3 2025.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Sage Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.