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

Sivia 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
Q2 		$284K Buy
+4,031
New +$270K 0.03% 462

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CIM
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MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Sivia Capital Partners's WRB Position: Q2 2026 in Review

Sivia Capital Partners opened a new position in W.R. Berkley (WRB) in Q2 2026: 4,031 shares worth $284K. The stake represents 0.03% of the portfolio and ranks #462 among its holdings.

238 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Sivia Capital Partners held 4,031 shares of W.R. Berkley worth $284K as of Q2 2026.
  • W.R. Berkley was a new Sivia Capital Partners position in Q2 2026.
  • W.R. Berkley made up 0.03% of Sivia Capital Partners's portfolio in Q2 2026, its #462 holding.
  • 238 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.