Third View Private Wealth’s W.R. Berkley WRB Stock Holding History

Third View Private Wealth’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	–	Sell	-5,043	Closed	-$354K	–	295
2025 Q4	$354K	Buy	+5,043	New	+$372K	0.05%	210

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Third View Private Wealth's WRB Position: Q1 2026 in Review

Third View Private Wealth sold out of W.R. Berkley (WRB) in Q1 2026, closing a stake of 5,043 shares — an estimated $354K sold.

Third View Private Wealth first reported a position in WRB in Q4 2025 and held it in 1 quarter. The position peaked at $354K in Q4 2025. 922 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

Third View Private Wealth reported no remaining W.R. Berkley position as of Q1 2026 after selling out during the quarter.
Third View Private Wealth sold 5,043 W.R. Berkley shares in Q1 2026, an estimated $354K.
Third View Private Wealth first reported a position in W.R. Berkley in Q4 2025 and held it in 1 quarter.
Third View Private Wealth's W.R. Berkley position peaked at $354K in Q4 2025.
922 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Third View Private Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.