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

Tufton 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	–	Sell	-7,385	Closed	-$489K	–	131
2026 Q1	$489K	Hold	7,385	–	–	0.09%	95
2025 Q4	$517K	Sell	7,385 -40	-0.5%	-$2.95K	0.09%	92
2025 Q3	$568K	Hold	7,425	–	–	0.1%	94
2025 Q2	$545K	Hold	7,425	–	–	0.1%	93
2025 Q1	$528K	Hold	7,425	–	–	0.1%	90
2024 Q4	$435K	Hold	7,425	–	–	0.08%	98
2024 Q3	$421K	Hold	7,425	–	–	0.08%	98
2024 Q2	$389K	Hold	7,425	–	–	0.08%	98
2024 Q1	$438K	Hold	7,425	–	–	0.09%	93
2023 Q4	$350K	Hold	7,425	–	–	0.07%	99
2023 Q3	$314K	Sell	7,425 -75	-1%	-$3.11K	0.07%	100
2023 Q2	$298K	Sell	7,500 -1,835	-20%	-$72.1K	0.06%	104
2023 Q1	$387K	Buy	+9,335	New	+$418K	0.08%	94

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Tufton Capital Management sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 7,385 shares — an estimated $489K sold.

Tufton Capital Management first reported a position in WRB in Q1 2023 and held it in 13 quarters. The position peaked at $568K in Q3 2025. 952 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Tufton Capital Management reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
Tufton Capital Management sold 7,385 W.R. Berkley shares in Q2 2026, an estimated $489K.
Tufton Capital Management first reported a position in W.R. Berkley in Q1 2023 and held it in 13 quarters.
Tufton Capital Management's W.R. Berkley position peaked at $568K in Q3 2025.
952 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Tufton Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.