Barclays
WRB icon

Barclays’s W.R. Berkley WRB Stock Holding History

Barclays’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
2020
Q2 		– Sell
-2,475
Closed -$57K – 6327
2020
Q1 		$57K Buy
2,475
+2,250
+1,000% +$67K ﹤0.01% 5150
2019
Q4 		$7K Sell
225
-225
-50% -$6.95K ﹤0.01% 6143
2019
Q3 		$14K Buy
+450
New +$14.1K ﹤0.01% 6295
2019
Q2 		– Sell
-1,688
Closed -$42K – 7319
2019
Q1 		$42K Sell
1,688
-7,425
-81% -$175K ﹤0.01% 6005
2018
Q4 		$200K Buy
9,113
+5,738
+170% +$129K ﹤0.01% 4573
2018
Q3 		$80K Sell
3,375
-1,013
-23% -$23K ﹤0.01% 5747
2018
Q2 		$94K Buy
4,388
+1,350
+44% +$30K ﹤0.01% 5293
2018
Q1 		$65K Buy
3,038
+2,700
+799% +$56.3K ﹤0.01% 5691
2017
Q4 		$7K Sell
338
-675
-67% -$13.8K ﹤0.01% 6608
2017
Q3 		$20K Buy
+1,013
New +$20.3K ﹤0.01% 5806
2017
Q1 		– Sell
-2,025
Closed -$40K – 7011
2016
Q4 		$40K Buy
2,025
+1,350
+200% +$24.2K ﹤0.01% 5303
2016
Q3 		$12K Hold
675
– – ﹤0.01% 5717
2016
Q2 		$12K Sell
675
-5,400
-89% -$89.8K ﹤0.01% 5481
2016
Q1 		$101K Sell
6,075
-1,350
-18% -$20.8K ﹤0.01% 4355
2015
Q4 		$119K Buy
7,425
+337
+5% +$5.5K ﹤0.01% 4291
2015
Q3 		$113K Buy
7,088
+6,750
+1,997% +$111K ﹤0.01% 4549
2015
Q2 		$5K Sell
338
-24,300
-99% -$362K ﹤0.01% 6469
2015
Q1 		$365K Hold
24,638
– – ﹤0.01% 3885
2014
Q4 		$372K Buy
+24,638
New +$371K ﹤0.01% 4148
2014
Q2 		– Sell
-1,013
Closed -$12K – 7832
2014
Q1 		$12K Sell
1,013
-3,037
-75% -$36.7K ﹤0.01% 6848
2013
Q4 		$52K Sell
4,050
-3,038
-43% -$39K ﹤0.01% 6160
2013
Q3 		$88K Buy
7,088
+3,713
+110% +$46.6K ﹤0.01% 5711
2013
Q2 		$41K Buy
+3,375
New +$42.5K ﹤0.01% 6445

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 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 $140B AUM 27.84% 1-Year Est. Return

Barclays's WRB Position: Q1 2026 in Review

Barclays increased its W.R. Berkley (WRB) stake by 17% in Q1 2026, buying an estimated $12.5M and bringing the position to 1,227,343 shares worth $81.3M. The position accounts for 0.02% of the portfolio, ranked #563.

Barclays first reported a position in WRB in Q2 2013 and has held it in 52 quarters since. The position peaked at $114M in Q1 2024. 921 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Barclays held 1,227,343 shares of W.R. Berkley worth $81.3M as of Q1 2026.
  • Barclays bought 181,674 W.R. Berkley shares in Q1 2026, an estimated $12.5M.
  • W.R. Berkley made up 0.02% of Barclays's portfolio in Q1 2026, its #563 holding.
  • Barclays first reported a position in W.R. Berkley in Q2 2013 and has held it in 52 quarters since.
  • Barclays's W.R. Berkley position peaked at $114M in Q1 2024.
  • 921 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Barclays's 13F filing for Q1 2026, filed 15 May 2026.