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

SKBA 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	$1.73M	Buy	24,506 +1,130	+5%	+$75.7K	0.29%	54
2026 Q1	$1.55M	Buy	23,376 +50	+0.2%	+$3.44K	0.21%	53
2025 Q4	$1.64M	Buy	23,326 +1,625	+7%	+$120K	0.23%	54
2025 Q3	$1.66M	Buy	21,701 +1,800	+9%	+$128K	0.23%	56
2025 Q2	$1.46M	Buy	19,901 +400	+2%	+$28.7K	0.21%	56
2025 Q1	$1.39M	Buy	19,501 +10,174	+109%	+$624K	0.21%	58
2024 Q4	$546K	Buy	9,327 +400	+4%	+$24K	0.09%	63
2024 Q3	$506K	Buy	8,927 +429	+5%	+$24.1K	0.08%	63
2024 Q2	$445K	Buy	8,498 +315	+4%	+$16.9K	0.07%	63
2024 Q1	$482K	Buy	8,183 +915	+13%	+$49.5K	0.08%	61
2023 Q4	$343K	Buy	7,268 +1,073	+17%	+$48.9K	0.06%	61
2023 Q3	$262K	Buy	+6,195	New	+$257K	0.05%	70

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

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

SKBA Capital Management increased its W.R. Berkley (WRB) stake by 4.8% in Q2 2026, buying an estimated $75.7K and bringing the position to 24,506 shares worth $1.73M. The position accounts for 0.29% of the portfolio, ranked #54.

SKBA Capital Management first reported a position in WRB in Q3 2023 and has held it in 12 quarters since. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

SKBA Capital Management held 24,506 shares of W.R. Berkley worth $1.73M as of Q2 2026.
SKBA Capital Management bought 1,130 W.R. Berkley shares in Q2 2026, an estimated $75.7K.
W.R. Berkley made up 0.29% of SKBA Capital Management's portfolio in Q2 2026, its #54 holding.
SKBA Capital Management first reported a position in W.R. Berkley in Q3 2023 and has held it in 12 quarters since.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on SKBA Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.