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

SummitTX 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 		– Sell
-5,489
Closed -$364K – 1043
2026
Q1 		$364K Sell
5,489
-8,773
-62% -$604K 0.01% 621
2025
Q4 		$1M Buy
14,262
+5,783
+68% +$426K 0.03% 418
2025
Q3 		$650K Buy
8,479
+3,429
+68% +$244K 0.03% 467
2025
Q2 		$371K Buy
+5,050
New +$362K 0.02% 567

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

SummitTX Capital's WRB Position: Q2 2026 in Review

SummitTX Capital sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 5,489 shares — an estimated $364K sold.

SummitTX Capital first reported a position in WRB in Q2 2025 and held it in 4 quarters. The position peaked at $1M in Q4 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • SummitTX Capital reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
  • SummitTX Capital sold 5,489 W.R. Berkley shares in Q2 2026, an estimated $364K.
  • SummitTX Capital first reported a position in W.R. Berkley in Q2 2025 and held it in 4 quarters.
  • SummitTX Capital's W.R. Berkley position peaked at $1M in Q4 2025.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

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