Silvercrest Asset Management’s W.R. Berkley WRB Stock Holding History

Silvercrest Asset 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	$25.7M	Buy	364,547 +90,500	+33%	+$6.06M	0.17%	169
2026 Q1	$18.2M	Sell	274,047 -5,740	-2%	-$395K	0.13%	206
2025 Q4	$19.6M	Buy	279,787 +2,641	+1%	+$195K	0.13%	207
2025 Q3	$21.2M	Buy	277,146 +88,133	+47%	+$6.27M	0.14%	197
2025 Q2	$13.9M	Sell	189,013 -131	-0.1%	-$9.39K	0.09%	261
2025 Q1	$13.5M	Buy	189,144 +210	+0.1%	+$12.9K	0.1%	249
2024 Q4	$11.1M	Buy	188,934 +184,005	+3,733%	+$11M	0.07%	278
2024 Q3	$280K	Buy	+4,929	New	+$277K	﹤0.01%	735
2024 Q2	–	Sell	-3,518	Closed	-$207K	–	947
2024 Q1	$207K	Buy	+3,518	New	+$190K	﹤0.01%	854
2023 Q4	–	Sell	-6,128	Closed	-$259K	–	877
2023 Q3	$259K	Hold	6,128	–	–	﹤0.01%	767
2023 Q2	$243K	Hold	6,128	–	–	﹤0.01%	775
2023 Q1	$254K	Hold	6,128	–	–	﹤0.01%	738
2022 Q4	$296K	Hold	6,128	–	–	﹤0.01%	716
2022 Q3	$264K	Hold	6,128	–	–	﹤0.01%	722
2022 Q2	$279K	Sell	6,128 -510	-8%	-$23.2K	﹤0.01%	726
2022 Q1	$295K	Hold	6,638	–	–	﹤0.01%	766
2021 Q4	$243K	Hold	6,638	–	–	﹤0.01%	779
2021 Q3	$216K	Hold	6,638	–	–	﹤0.01%	805
2021 Q2	$220K	Sell	6,638 -76	-1%	-$2.63K	﹤0.01%	794
2021 Q1	$225K	Sell	6,714 -1,395	-17%	-$43K	﹤0.01%	788
2020 Q4	$239K	Buy	8,109 +346	+4%	+$9.98K	﹤0.01%	752
2020 Q3	$211K	Buy	+7,763	New	+$213K	﹤0.01%	720
2020 Q1	–	Sell	-7,763	Closed	-$238K	–	793
2019 Q4	$238K	Hold	7,763	–	–	﹤0.01%	686
2019 Q3	$249K	Hold	7,763	–	–	﹤0.01%	665
2019 Q2	$227K	Buy	+7,763	New	+$212K	﹤0.01%	523
2016 Q4	–	Sell	-29,363	Closed	-$503K	–	586
2016 Q3	$503K	Hold	29,363	–	–	0.01%	408
2016 Q2	$522K	Hold	29,363	–	–	0.01%	402
2016 Q1	$489K	Hold	29,363	–	–	0.01%	411
2015 Q4	$476K	Sell	29,363 -30,375	-51%	-$496K	0.01%	424
2015 Q3	$962K	Hold	59,738	–	–	0.01%	332
2015 Q2	$920K	Hold	59,738	–	–	0.01%	352
2015 Q1	$894K	Hold	59,738	–	–	0.01%	327
2014 Q4	$908K	Sell	59,738 -6,750	-10%	-$102K	0.01%	323
2014 Q3	$942K	Hold	66,488	–	–	0.01%	319
2014 Q2	$912K	Hold	66,488	–	–	0.01%	324
2014 Q1	$820K	Hold	66,488	–	–	0.01%	319
2013 Q4	$854K	Hold	66,488	–	–	0.01%	316
2013 Q3	$844K	Hold	66,488	–	–	0.02%	311
2013 Q2	$805K	Buy	+66,488	New	+$837K	0.02%	308

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

Silvercrest Asset Management's WRB Position: Q2 2026 in Review

Silvercrest Asset Management increased its W.R. Berkley (WRB) stake by 33% in Q2 2026, buying an estimated $6.06M and bringing the position to 364,547 shares worth $25.7M. The position accounts for 0.17% of the portfolio, ranked #169.

Silvercrest Asset Management first reported a position in WRB in Q2 2013 and has held it in 39 quarters since. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Silvercrest Asset Management held 364,547 shares of W.R. Berkley worth $25.7M as of Q2 2026.
Silvercrest Asset Management bought 90,500 W.R. Berkley shares in Q2 2026, an estimated $6.06M.
W.R. Berkley made up 0.17% of Silvercrest Asset Management's portfolio in Q2 2026, its #169 holding.
Silvercrest Asset Management first reported a position in W.R. Berkley in Q2 2013 and has held it in 39 quarters since.
946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Silvercrest Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.