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	-4,275	Closed	-$99K	–	6328
2020 Q1	$99K	Buy	4,275 +2,025	+90%	+$60.3K	﹤0.01%	4812
2019 Q4	$69K	Buy	+2,250	New	+$69.5K	﹤0.01%	5638
2018 Q3	–	Sell	-2,700	Closed	-$58K	–	7429
2018 Q2	$58K	Sell	2,700 -7,425	-73%	-$165K	﹤0.01%	5572
2018 Q1	$218K	Buy	10,125 +6,750	+200%	+$141K	﹤0.01%	4761
2017 Q4	$72K	Sell	3,375 -1,688	-33%	-$34.5K	﹤0.01%	5502
2017 Q3	$100K	Buy	+5,063	New	+$101K	﹤0.01%	4942
2017 Q1	–	Sell	-338	Closed	-$7K	–	7012
2016 Q4	$7K	Hold	338	–	–	﹤0.01%	6043
2016 Q3	$6K	Hold	338	–	–	﹤0.01%	5960
2016 Q2	$6K	Hold	338	–	–	﹤0.01%	5714
2016 Q1	$6K	Hold	338	–	–	﹤0.01%	5637
2015 Q4	$5K	Buy	+338	New	+$5.52K	﹤0.01%	5585
2015 Q2	–	Sell	-675	Closed	-$10K	–	7231
2015 Q1	$10K	Sell	675 -675	-50%	-$10K	﹤0.01%	6241
2014 Q4	$20K	Sell	1,350 -338	-20%	-$5.08K	﹤0.01%	6333
2014 Q3	$24K	Buy	+1,688	New	+$23.4K	﹤0.01%	6379
2014 Q2	–	Sell	-338	Closed	-$4K	–	7833
2014 Q1	$4K	Hold	338	–	–	﹤0.01%	7289
2013 Q4	$4K	Sell	338 -15,862	-98%	-$204K	﹤0.01%	7231
2013 Q3	$202K	Sell	16,200 -15,188	-48%	-$191K	﹤0.01%	5027
2013 Q2	$380K	Buy	+31,388	New	+$395K	﹤0.01%	4536

Other funds holding WRB

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Barclays's WRB Position: Q3 2026 in Review

Barclays reduced its W.R. Berkley (WRB) stake by 41% in Q3 2026, selling an estimated $41.8M and leaving 847,268 shares worth $57.2M. The position accounts for 0.01% of the portfolio, ranked #737.

Barclays first reported a position in WRB in Q2 2013 and has held it in 54 quarters since. The position peaked at $114M in Q1 2024. 532 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

Barclays held 847,268 shares of W.R. Berkley worth $57.2M as of Q3 2026.
Barclays sold 593,140 W.R. Berkley shares in Q3 2026, an estimated $41.8M.
W.R. Berkley made up 0.01% of Barclays's portfolio in Q3 2026, its #737 holding.
Barclays first reported a position in W.R. Berkley in Q2 2013 and has held it in 54 quarters since.
Barclays's W.R. Berkley position peaked at $114M in Q1 2024.
532 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Barclays's 13F filing for Q3 2026, filed 6 Nov 2026.