Verdence Capital Advisors’s W.R. Berkley WRB Stock Holding History

Verdence Capital Advisors’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	$10.4M	Buy	146,939 +35,207	+32%	+$2.36M	0.54%	37
2026 Q1	$7.41M	Buy	111,732 +2,205	+2%	+$152K	0.43%	46
2025 Q4	$7.68M	Buy	109,527 +7,848	+8%	+$578K	0.45%	48
2025 Q3	$7.65M	Buy	101,679 +24,150	+31%	+$1.72M	0.44%	45
2025 Q2	$5.7M	Buy	77,529 +6,834	+10%	+$490K	0.39%	57
2025 Q1	$5.03M	Buy	+70,695	New	+$4.33M	0.38%	63

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

Verdence Capital Advisors's WRB Position: Q2 2026 in Review

Verdence Capital Advisors increased its W.R. Berkley (WRB) stake by 32% in Q2 2026, buying an estimated $2.36M and bringing the position to 146,939 shares worth $10.4M. The position accounts for 0.54% of the portfolio, ranked #37.

Verdence Capital Advisors first reported a position in WRB in Q1 2025 and has held it in 6 quarters since. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Verdence Capital Advisors held 146,939 shares of W.R. Berkley worth $10.4M as of Q2 2026.
Verdence Capital Advisors bought 35,207 W.R. Berkley shares in Q2 2026, an estimated $2.36M.
W.R. Berkley made up 0.54% of Verdence Capital Advisors's portfolio in Q2 2026, its #37 holding.
Verdence Capital Advisors first reported a position in W.R. Berkley in Q1 2025 and has held it in 6 quarters since.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.