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 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 $3.9B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

SKBA Capital Management's WRB Position: Q1 2026 in Review

SKBA Capital Management increased its W.R. Berkley (WRB) stake by 0.21% in Q1 2026, buying an estimated $3.44K and bringing the position to 23,376 shares worth $1.55M. The position accounts for 0.21% of the portfolio, ranked #53.

SKBA Capital Management first reported a position in WRB in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.66M in Q3 2025. 920 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

SKBA Capital Management held 23,376 shares of W.R. Berkley worth $1.55M as of Q1 2026.
SKBA Capital Management bought 50 W.R. Berkley shares in Q1 2026, an estimated $3.44K.
W.R. Berkley made up 0.21% of SKBA Capital Management's portfolio in Q1 2026, its #53 holding.
SKBA Capital Management first reported a position in W.R. Berkley in Q3 2023 and has held it in 11 quarters since.
SKBA Capital Management's W.R. Berkley position peaked at $1.66M in Q3 2025.
920 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on SKBA Capital Management's 13F filing for Q1 2026, filed 13 May 2026.