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Stance Capital’s W.R. Berkley WRB Stock Holding History

Stance Capital’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 		$3.26M Buy
49,215
+16,996
+53% +$1.17M 1.58% 18
2025
Q4 		$2.26M Sell
32,219
-15,900
-33% -$1.17M 0.83% 36
2025
Q3 		$3.69M Buy
48,119
+38,013
+376% +$2.71M 1.35% 16
2025
Q2 		$742K Buy
+10,106
New +$724K 0.28% 141

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Stance Capital's WRB Position: Q1 2026 in Review

Stance Capital increased its W.R. Berkley (WRB) stake by 53% in Q1 2026, buying an estimated $1.17M and bringing the position to 49,215 shares worth $3.26M. The position accounts for 1.58% of the portfolio, ranked #18.

Stance Capital first reported a position in WRB in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.69M in Q3 2025. 921 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Stance Capital held 49,215 shares of W.R. Berkley worth $3.26M as of Q1 2026.
  • Stance Capital bought 16,996 W.R. Berkley shares in Q1 2026, an estimated $1.17M.
  • W.R. Berkley made up 1.58% of Stance Capital's portfolio in Q1 2026, its #18 holding.
  • Stance Capital first reported a position in W.R. Berkley in Q2 2025 and has held it in 4 quarters since.
  • Stance Capital's W.R. Berkley position peaked at $3.69M in Q3 2025.
  • 921 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Stance Capital's 13F filing for Q1 2026, filed 14 May 2026.