SC
WRB icon

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

Syon 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 		$419K Buy
5,944
+1,639
+38% +$110K 0.02% 692
2026
Q1 		$285K Sell
4,305
-733
-15% -$50.5K 0.01% 756
2025
Q4 		$353K Buy
5,038
+1,026
+26% +$75.6K 0.02% 689
2025
Q3 		$307K Buy
4,012
+1,240
+45% +$88.3K 0.02% 648
2025
Q2 		$204K Buy
+2,772
New +$199K 0.01% 691

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

Syon Capital's WRB Position: Q2 2026 in Review

Syon Capital increased its W.R. Berkley (WRB) stake by 38% in Q2 2026, buying an estimated $110K and bringing the position to 5,944 shares worth $419K. The position accounts for 0.02% of the portfolio, ranked #692.

Syon Capital first reported a position in WRB in Q2 2025 and has held it in 5 quarters since. 949 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Syon Capital held 5,944 shares of W.R. Berkley worth $419K as of Q2 2026.
  • Syon Capital bought 1,639 W.R. Berkley shares in Q2 2026, an estimated $110K.
  • W.R. Berkley made up 0.02% of Syon Capital's portfolio in Q2 2026, its #692 holding.
  • Syon Capital first reported a position in W.R. Berkley in Q2 2025 and has held it in 5 quarters since.
  • 949 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

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