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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
Q2 		$1.83M Sell
25,938
-23,277
-47% -$1.56M 0.56% 68
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 $4.15B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stance Capital's WRB Position: Q2 2026 in Review

Stance Capital reduced its W.R. Berkley (WRB) stake by 47% in Q2 2026, selling an estimated $1.56M and leaving 25,938 shares worth $1.83M. The position accounts for 0.56% of the portfolio, ranked #68.

Stance Capital first reported a position in WRB in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.69M in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Stance Capital held 25,938 shares of W.R. Berkley worth $1.83M as of Q2 2026.
  • Stance Capital sold 23,277 W.R. Berkley shares in Q2 2026, an estimated $1.56M.
  • W.R. Berkley made up 0.56% of Stance Capital's portfolio in Q2 2026, its #68 holding.
  • Stance Capital first reported a position in W.R. Berkley in Q2 2025 and has held it in 5 quarters since.
  • Stance Capital's W.R. Berkley position peaked at $3.69M in Q3 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Stance Capital's 13F filing for Q2 2026, filed 14 Aug 2026.