STANCE CAPITAL LLC WRB — BERKLEY W R CORP

Ownership history in STANCE CAPITAL LLC  ·  4 quarters on record

AI Ownership Summary

STANCE CAPITAL LLC reported BERKLEY W R CORP (WRB) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 1.58% in 2026 Q1. The latest visible filing shows WRB at 1.58% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WRB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STANCE CAPITAL LLC's position in BERKLEY W R CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WRB was reported at 1.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.58% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WRB stock page STANCE CAPITAL LLC fund profile STANCE CAPITAL LLC full holdings
How STANCE CAPITAL LLC held WRB — position size vs. price
% of Fund (quarterly)    WRB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 49,215 +16,996 +52.8% 1.58% $3.3M 2026-05-14 $66.03
2025 Q4 REDUCED 33.0% -5.3% ✅ 32,219 -15,900 -33.0% 0.83% $2.3M 2026-03-17 $68.85
2025 Q3 ADDED — — — 48,119 +38,013 +376.1% 1.35% $3.7M 2025-11-19 $75.39
2025 Q2 INITIATED — — — 10,106 — — 0.28% $742K 2025-08-22 $70.83

🏢 Other funds also holding WRB

As of 2026 Q1 — sorted by position size

MITSUI SUMITOMO INSURANCE CO LTD 100.0% Mraz, Amerine & Associates, Inc. 3Y 7Y 6.16% Buckland Partners Management Co LLC 5.97% PhiloSmith Capital Corp 3Y 4.92% America First Investment Advisors, LLC 3Y 7Y 4.7% 7G CAPITAL MANAGEMENT, LLC 3Y 4.56% NEW VERNON INVESTMENT MANAGEMENT LLC 3Y 7Y 4.51% Titiun Yejiel 3.41% BloombergSen Inc. 3Y 7Y 3.32% Fairman Group, LLC 3.01%

FAQ About STANCE CAPITAL LLC and WRB

These are the practical questions this page is built to answer before you even open the full history table.

How long has STANCE CAPITAL LLC reported owning WRB?

STANCE CAPITAL LLC reported WRB across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported WRB position in STANCE CAPITAL LLC's portfolio?

The largest reported portfolio weight for WRB was 1.58% in 2026 Q1.

What is the latest reported WRB position on this page?

The most recent filing on this page is 2026 Q1, when STANCE CAPITAL LLC reported 49,215 shares, equal to 1.58% of portfolio, with an estimated market value of $3.3M.

What does the chart on this WRB ownership page compare?

The chart compares STANCE CAPITAL LLC's quarterly WRB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did STANCE CAPITAL LLC time their WRB position?

Based on 13F filing dates vs. subsequent WRB price moves, STANCE CAPITAL LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on WRB relative to SPY over the holding period was -26.8%.

← Back to STANCE CAPITAL LLC Holdings