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
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 $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

BloombergSen's WRB Position: Q1 2026 in Review

BloombergSen reduced its W.R. Berkley (WRB) stake by 3.3% in Q1 2026, selling an estimated $1.56M and leaving 657,260 shares worth $43.6M. The position accounts for 3.32% of the portfolio, ranked #12.

BloombergSen first reported a position in WRB in Q3 2020 and has held it in 23 quarters since. The position peaked at $149M in Q2 2022. 920 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • BloombergSen held 657,260 shares of W.R. Berkley worth $43.6M as of Q1 2026.
  • BloombergSen sold 22,660 W.R. Berkley shares in Q1 2026, an estimated $1.56M.
  • W.R. Berkley made up 3.32% of BloombergSen's portfolio in Q1 2026, its #12 holding.
  • BloombergSen first reported a position in W.R. Berkley in Q3 2020 and has held it in 23 quarters since.
  • BloombergSen's W.R. Berkley position peaked at $149M in Q2 2022.
  • 920 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on BloombergSen's 13F filing for Q1 2026, filed 8 May 2026.