Wedmont Private Capital’s W.R. Berkley WRB Stock Holding History

Wedmont Private Capital’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	$719K	Buy	9,964 +1,487	+18%	+$99.6K	0.02%	439
2026 Q1	$570K	Sell	8,477 -210	-2%	-$14.5K	0.02%	452
2025 Q4	$595K	Sell	8,687 -176	-2%	-$13K	0.02%	410
2025 Q3	$689K	Sell	8,863 -989	-10%	-$70.4K	0.03%	357
2025 Q2	$687K	Buy	9,852 +1,574	+19%	+$113K	0.03%	353
2025 Q1	$567K	Buy	8,278 +240	+3%	+$14.7K	0.03%	347
2024 Q4	$456K	Buy	8,038 +181	+2%	+$10.8K	0.02%	412
2024 Q3	$444K	Sell	7,857 -3,453	-31%	-$194K	0.03%	393
2024 Q2	$403K	Buy	11,310 +4,158	+58%	+$223K	0.03%	401
2024 Q1	$399K	Buy	7,152 +205	+3%	+$11.1K	0.03%	373
2023 Q4	$336K	Buy	6,947 +1,310	+23%	+$59.7K	0.03%	392
2023 Q3	$240K	Buy	5,637 +349	+7%	+$14.5K	0.02%	430
2023 Q2	$208K	Buy	5,288 +311	+6%	+$12.2K	0.02%	463
2023 Q1	$209K	Buy	4,977 +438	+10%	+$19.6K	0.03%	438
2022 Q4	$225K	Buy	+4,539	New	+$219K	0.03%	404

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 $3.38T AUM 44.17% 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

Wedmont Private Capital's WRB Position: Q2 2026 in Review

Wedmont Private Capital increased its W.R. Berkley (WRB) stake by 18% in Q2 2026, buying an estimated $99.6K and bringing the position to 9,964 shares worth $719K. The position accounts for 0.02% of the portfolio, ranked #439.

Wedmont Private Capital first reported a position in WRB in Q4 2022 and has held it in 15 quarters since. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Wedmont Private Capital held 9,964 shares of W.R. Berkley worth $719K as of Q2 2026.
Wedmont Private Capital bought 1,487 W.R. Berkley shares in Q2 2026, an estimated $99.6K.
W.R. Berkley made up 0.02% of Wedmont Private Capital's portfolio in Q2 2026, its #439 holding.
Wedmont Private Capital first reported a position in W.R. Berkley in Q4 2022 and has held it in 15 quarters since.
953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.