Bank of America
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Bank of America’s W.R. Berkley WRB Stock Holding History

Bank of America’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
2024
Q3 		– Sell
-750,000
Closed -$39.3M – 8434
2024
Q2 		$39.3M Buy
+750,000
New +$40.2M ﹤0.01% 1633

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of America's WRB Position: Q1 2026 in Review

Bank of America increased its W.R. Berkley (WRB) stake by 23% in Q1 2026, buying an estimated $37.9M and bringing the position to 2,904,522 shares worth $193M. The position accounts for 0.01% of the portfolio, ranked #755.

Bank of America first reported a position in WRB in Q2 2013 and has held it in 52 quarters since. The position peaked at $248M in Q1 2025. 923 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Bank of America held 2,904,522 shares of W.R. Berkley worth $193M as of Q1 2026.
  • Bank of America bought 550,560 W.R. Berkley shares in Q1 2026, an estimated $37.9M.
  • W.R. Berkley made up 0.01% of Bank of America's portfolio in Q1 2026, its #755 holding.
  • Bank of America first reported a position in W.R. Berkley in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's W.R. Berkley position peaked at $248M in Q1 2025.
  • 923 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.