Bank Julius Baer & Co’s W.R. Berkley WRB Stock Holding History

Bank Julius Baer & Co’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	$2.23M	Sell	31,632 -2,666	-8%	-$179K	0.01%	323
2026 Q1	$2.27M	Sell	34,298 -10,000	-23%	-$689K	0.01%	301
2025 Q4	$3.13M	Sell	44,298 -12,117	-21%	-$893K	0.01%	275
2025 Q3	$4.32M	Buy	56,415 +50,232	+812%	+$3.58M	0.01%	255
2025 Q2	$454K	Sell	6,183 -702	-10%	-$50.3K	﹤0.01%	392
2025 Q1	$490K	Buy	6,885 +2,775	+68%	+$170K	﹤0.01%	366
2024 Q4	$265K	Sell	4,110 -1,070	-21%	-$64.1K	﹤0.01%	401
2024 Q3	$348K	Sell	5,180 -417	-7%	-$23.4K	﹤0.01%	362
2024 Q2	$326K	Buy	5,597 +617	+12%	+$33K	﹤0.01%	311
2024 Q1	$294K	Buy	+4,980	New	+$269K	﹤0.01%	360

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

Bank Julius Baer & Co's WRB Position: Q2 2026 in Review

Bank Julius Baer & Co reduced its W.R. Berkley (WRB) stake by 7.8% in Q2 2026, selling an estimated $179K and leaving 31,632 shares worth $2.23M. The position accounts for 0.01% of the portfolio, ranked #323.

Bank Julius Baer & Co first reported a position in WRB in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.32M in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Bank Julius Baer & Co held 31,632 shares of W.R. Berkley worth $2.23M as of Q2 2026.
Bank Julius Baer & Co sold 2,666 W.R. Berkley shares in Q2 2026, an estimated $179K.
W.R. Berkley made up 0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #323 holding.
Bank Julius Baer & Co first reported a position in W.R. Berkley in Q1 2024 and has held it in 10 quarters since.
Bank Julius Baer & Co's W.R. Berkley position peaked at $4.32M in Q3 2025.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.