Triumph Capital Management
WRB icon

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
Q3 		$39.6K Sell
587
-5
-0.8% -$353 0.01% 765
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

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Vanguard Capital Management
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State Street
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Vanguard Portfolio Management
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Morgan Stanley
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Triumph Capital Management's WRB Position: Q3 2026 in Review

Triumph Capital Management reduced its W.R. Berkley (WRB) stake by 0.84% in Q3 2026, selling an estimated $353 and leaving 587 shares worth $39.6K. The position accounts for 0.01% of the portfolio, ranked #765.

Triumph Capital Management first reported a position in WRB in Q4 2025 and has held it in 4 quarters since. The position peaked at $41.8K in Q2 2026. 806 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • Triumph Capital Management held 587 shares of W.R. Berkley worth $39.6K as of Q3 2026.
  • Triumph Capital Management sold 5 W.R. Berkley shares in Q3 2026, an estimated $353.
  • W.R. Berkley made up 0.01% of Triumph Capital Management's portfolio in Q3 2026, its #765 holding.
  • Triumph Capital Management first reported a position in W.R. Berkley in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's W.R. Berkley position peaked at $41.8K in Q2 2026.
  • 806 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.