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Sun Financial’s W.R. Berkley WRB Stock Holding History

Sun Financial’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 		$368K Sell
5,570
-304
-5% -$20.9K 0.18% 110
2025
Q4 		$412K Buy
+5,874
New +$433K 0.23% 98

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Sun Financial's WRB Position: Q1 2026 in Review

Sun Financial reduced its W.R. Berkley (WRB) stake by 5.2% in Q1 2026, selling an estimated $20.9K and leaving 5,570 shares worth $368K. The position accounts for 0.18% of the portfolio, ranked #110.

Sun Financial first reported a position in WRB in Q4 2025 and has held it in 2 quarters since. The position peaked at $412K in Q4 2025. 922 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Sun Financial held 5,570 shares of W.R. Berkley worth $368K as of Q1 2026.
  • Sun Financial sold 304 W.R. Berkley shares in Q1 2026, an estimated $20.9K.
  • W.R. Berkley made up 0.18% of Sun Financial's portfolio in Q1 2026, its #110 holding.
  • Sun Financial first reported a position in W.R. Berkley in Q4 2025 and has held it in 2 quarters since.
  • Sun Financial's W.R. Berkley position peaked at $412K in Q4 2025.
  • 922 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.