SF
WRB icon

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
Q2 		$354K Sell
4,997
-573
-10% -$38.4K 0.17% 113
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 $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 $3.38T AUM 44.17% 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

Sun Financial's WRB Position: Q2 2026 in Review

Sun Financial reduced its W.R. Berkley (WRB) stake by 10% in Q2 2026, selling an estimated $38.4K and leaving 4,997 shares worth $354K. The position accounts for 0.17% of the portfolio, ranked #113.

Sun Financial first reported a position in WRB in Q4 2025 and has held it in 3 quarters since. The position peaked at $412K in Q4 2025. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Sun Financial held 4,997 shares of W.R. Berkley worth $354K as of Q2 2026.
  • Sun Financial sold 573 W.R. Berkley shares in Q2 2026, an estimated $38.4K.
  • W.R. Berkley made up 0.17% of Sun Financial's portfolio in Q2 2026, its #113 holding.
  • Sun Financial first reported a position in W.R. Berkley in Q4 2025 and has held it in 3 quarters since.
  • Sun Financial's W.R. Berkley position peaked at $412K in Q4 2025.
  • 953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Sun Financial's 13F filing for Q2 2026, filed 12 Aug 2026.