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Sunbelt Securities’s W.R. Berkley WRB Stock Holding History

Sunbelt Securities’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 		$2.06K Sell
31
-19
-38% -$1.31K ﹤0.01% 1920
2025
Q4 		$3.51K Hold
50
– – ﹤0.01% 1721
2025
Q3 		$3.83K Buy
+50
New +$3.56K ﹤0.01% 1699
2023
Q4 		– Sell
-38
Closed -$1.59K – 1795
2023
Q3 		$1.59K Buy
+38
New +$1.57K ﹤0.01% 1520
2023
Q2 		– Sell
-2,043
Closed -$84.5K – 1759
2023
Q1 		$84.5K Buy
+2,043
New +$91.4K 0.01% 624

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Sunbelt Securities's WRB Position: Q1 2026 in Review

Sunbelt Securities reduced its W.R. Berkley (WRB) stake by 38% in Q1 2026, selling an estimated $1.31K and leaving 31 shares worth $2.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1920.

Sunbelt Securities first reported a position in WRB in Q1 2023 and has held it in 5 quarters since. The position peaked at $84.5K in Q1 2023. 920 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Sunbelt Securities held 31 shares of W.R. Berkley worth $2.06K as of Q1 2026.
  • Sunbelt Securities sold 19 W.R. Berkley shares in Q1 2026, an estimated $1.31K.
  • W.R. Berkley made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1920 holding.
  • Sunbelt Securities first reported a position in W.R. Berkley in Q1 2023 and has held it in 5 quarters since.
  • Sunbelt Securities's W.R. Berkley position peaked at $84.5K in Q1 2023.
  • 920 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.