B
WRB icon

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

BloombergSen’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 		$6.27M Sell
88,927
-568,333
-86% -$38.1M 0.47% 21
2026
Q1 		$43.6M Sell
657,260
-22,660
-3% -$1.56M 3.32% 12
2025
Q4 		$47.7M Sell
679,920
-52,647
-7% -$3.88M 3.48% 12
2025
Q3 		$56.1M Sell
732,567
-7,627
-1% -$543K 3.48% 12
2025
Q2 		$54.4M Sell
740,194
-9,064
-1% -$650K 3.34% 12
2025
Q1 		$53.3M Sell
749,258
-13,141
-2% -$805K 3.31% 12
2024
Q4 		$44.6M Hold
762,399
– – 2.72% 13
2024
Q3 		$43.3M Hold
762,399
– – 2.49% 13
2024
Q2 		$39.9M Sell
762,399
-26,849
-3% -$1.44M 2.51% 14
2024
Q1 		$46.5M Sell
789,248
-15,648
-2% -$846K 2.7% 13
2023
Q4 		$37.9M Sell
804,896
-15,184
-2% -$692K 2.39% 15
2023
Q3 		$34.7M Sell
820,080
-19,314
-2% -$800K 2.37% 15
2023
Q2 		$33.3M Sell
839,394
-776,610
-48% -$30.5M 2.29% 15
2023
Q1 		$67.1M Sell
1,616,004
-670,160
-29% -$30M 4.6% 10
2022
Q4 		$111M Sell
2,286,164
-744,919
-25% -$35.9M 7.31% 4
2022
Q3 		$130M Sell
3,031,083
-232,517
-7% -$10.1M 8.98% 3
2022
Q2 		$149M Sell
3,263,600
-81,715
-2% -$3.72M 9.17% 3
2022
Q1 		$149M Sell
3,345,315
-15,816
-0.5% -$631K 7.94% 4
2021
Q4 		$123M Sell
3,361,131
-10,924
-0.3% -$387K 5.83% 6
2021
Q3 		$110M Buy
3,372,055
+45,266
+1% +$1.49M 5.62% 7
2021
Q2 		$110M Hold
3,326,789
– – 5.79% 8
2021
Q1 		$111M Buy
3,326,789
+131,548
+4% +$4.06M 6.08% 7
2020
Q4 		$94.3M Buy
3,195,241
+505,694
+19% +$14.6M 5.78% 8
2020
Q3 		$73.1M Buy
+2,689,547
New +$73.7M 5.3% 7

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BloombergSen's WRB Position: Q2 2026 in Review

BloombergSen reduced its W.R. Berkley (WRB) stake by 86% in Q2 2026, selling an estimated $38.1M and leaving 88,927 shares worth $6.27M. The position accounts for 0.47% of the portfolio, ranked #21.

BloombergSen first reported a position in WRB in Q3 2020 and has held it in 24 quarters since. The position peaked at $149M in Q2 2022. 950 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • BloombergSen held 88,927 shares of W.R. Berkley worth $6.27M as of Q2 2026.
  • BloombergSen sold 568,333 W.R. Berkley shares in Q2 2026, an estimated $38.1M.
  • W.R. Berkley made up 0.47% of BloombergSen's portfolio in Q2 2026, its #21 holding.
  • BloombergSen first reported a position in W.R. Berkley in Q3 2020 and has held it in 24 quarters since.
  • BloombergSen's W.R. Berkley position peaked at $149M in Q2 2022.
  • 950 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on BloombergSen's 13F filing for Q2 2026, filed 7 Aug 2026.