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

Sterling 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	$481K	Sell	6,826 -762	-10%	-$51.1K	0.01%	818
2026 Q1	$503K	Sell	7,588 -9,615	-56%	-$662K	0.01%	768
2025 Q4	$1.21M	Sell	17,203 -738	-4%	-$54.4K	0.02%	577
2025 Q3	$1.37M	Sell	17,941 -2,666	-13%	-$190K	0.02%	533
2025 Q2	$1.51M	Buy	20,607 +4,269	+26%	+$306K	0.02%	489
2025 Q1	$1.16M	Sell	16,338 -1,079	-6%	-$66.1K	0.02%	558
2024 Q4	$1.02M	Buy	17,417 +6,204	+55%	+$372K	0.01%	628
2024 Q3	$636K	Buy	+11,213	New	+$630K	0.01%	745
2017 Q2	–	Sell	-9,693	Closed	-$203K	–	1016
2017 Q1	$203K	Buy	+9,693	New	+$199K	﹤0.01%	913
2015 Q3	–	Sell	-32,312	Closed	-$497K	–	1033
2015 Q2	$497K	Sell	32,312 -98	-0.3%	-$1.46K	﹤0.01%	676
2015 Q1	$485K	Sell	32,410 -94,220	-74%	-$1.4M	﹤0.01%	693
2014 Q4	$1.92M	Sell	126,630 -2,471	-2%	-$37.2K	0.02%	409
2014 Q3	$1.83M	Buy	129,101 +37,537	+41%	+$521K	0.02%	398
2014 Q2	$1.26M	Buy	91,564 +2,464	+3%	+$32K	0.01%	547
2014 Q1	$1.1M	Buy	+89,100	New	+$1.08M	0.01%	565
2013 Q3	–	Sell	-25,728	Closed	-$311K	–	707
2013 Q2	$311K	Buy	+25,728	New	+$324K	﹤0.01%	487

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

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

Sterling Capital Management reduced its W.R. Berkley (WRB) stake by 10% in Q2 2026, selling an estimated $51.1K and leaving 6,826 shares worth $481K. The position accounts for 0.01% of the portfolio, ranked #818.

Sterling Capital Management first reported a position in WRB in Q2 2013 and has held it in 16 quarters since. The position peaked at $1.92M in Q4 2014. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Sterling Capital Management held 6,826 shares of W.R. Berkley worth $481K as of Q2 2026.
Sterling Capital Management sold 762 W.R. Berkley shares in Q2 2026, an estimated $51.1K.
W.R. Berkley made up 0.01% of Sterling Capital Management's portfolio in Q2 2026, its #818 holding.
Sterling Capital Management first reported a position in W.R. Berkley in Q2 2013 and has held it in 16 quarters since.
Sterling Capital Management's W.R. Berkley position peaked at $1.92M in Q4 2014.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.