SeaBridge Investment Advisors’s W.R. Berkley WRB Stock Holding History

SeaBridge Investment 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	$666K	Sell	9,445 -600	-6%	-$40.2K	0.1%	128
2026 Q1	$666K	Sell	10,045 -27,364	-73%	-$1.88M	0.11%	121
2025 Q4	$2.62M	Buy	37,409 +2,007	+6%	+$148K	0.43%	67
2025 Q3	$2.71M	Buy	35,402 +2,902	+9%	+$207K	0.44%	66
2025 Q2	$2.39M	Buy	32,500 +2,885	+10%	+$207K	0.44%	73
2025 Q1	$2.11M	Buy	29,615 +2,571	+10%	+$158K	0.46%	69
2024 Q4	$1.58M	Buy	27,044 +1,263	+5%	+$75.6K	0.33%	84
2024 Q3	$1.46M	Sell	25,781 -1,504	-6%	-$84.4K	0.36%	80
2024 Q2	$1.43M	Buy	+27,285	New	+$1.46M	0.37%	82

Other funds holding WRB

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CIP

Cornerstone Investment Partners Atlanta, Georgia $2.99B AUM 60.05% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SeaBridge Investment Advisors's WRB Position: Q2 2026 in Review

SeaBridge Investment Advisors reduced its W.R. Berkley (WRB) stake by 6% in Q2 2026, selling an estimated $40.2K and leaving 9,445 shares worth $666K. The position accounts for 0.1% of the portfolio, ranked #128.

SeaBridge Investment Advisors first reported a position in WRB in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.71M in Q3 2025. 511 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

SeaBridge Investment Advisors held 9,445 shares of W.R. Berkley worth $666K as of Q2 2026.
SeaBridge Investment Advisors sold 600 W.R. Berkley shares in Q2 2026, an estimated $40.2K.
W.R. Berkley made up 0.1% of SeaBridge Investment Advisors's portfolio in Q2 2026, its #128 holding.
SeaBridge Investment Advisors first reported a position in W.R. Berkley in Q2 2024 and has held it in 9 quarters since.
SeaBridge Investment Advisors's W.R. Berkley position peaked at $2.71M in Q3 2025.
511 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on SeaBridge Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.