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Triumph Capital Management’s W.R. Berkley WRB Stock Holding History

Triumph Capital Management’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 		$41.8K Buy
592
+111
+23% +$7.44K 0.01% 723
2026
Q1 		$31.9K Buy
481
+23
+5% +$1.58K 0.01% 752
2025
Q4 		$32.1K Buy
+458
New +$33.8K 0.01% 732

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

Triumph Capital Management's WRB Position: Q2 2026 in Review

Triumph Capital Management increased its W.R. Berkley (WRB) stake by 23% in Q2 2026, buying an estimated $7.44K and bringing the position to 592 shares worth $41.8K. The position accounts for 0.01% of the portfolio, ranked #723.

Triumph Capital Management first reported a position in WRB in Q4 2025 and has held it in 3 quarters since. 952 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Triumph Capital Management held 592 shares of W.R. Berkley worth $41.8K as of Q2 2026.
  • Triumph Capital Management bought 111 W.R. Berkley shares in Q2 2026, an estimated $7.44K.
  • W.R. Berkley made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #723 holding.
  • Triumph Capital Management first reported a position in W.R. Berkley in Q4 2025 and has held it in 3 quarters since.
  • 952 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.