BIP
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Brandes Investment Partners’s W.R. Berkley WRB Stock Holding History

Brandes Investment Partners’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 		$36.4M Buy
516,132
+2,915
+0.6% +$195K 0.26% 112
2026
Q1 		$34M Sell
513,217
-304,775
-37% -$21M 0.24% 113
2025
Q4 		$57.4M Sell
817,992
-170,844
-17% -$12.6M 0.44% 74
2025
Q3 		$75.8M Sell
988,836
-37,083
-4% -$2.64M 0.61% 61
2025
Q2 		$75.4M Sell
1,025,919
-68,692
-6% -$4.92M 0.68% 47
2025
Q1 		$77.9M Sell
1,094,611
-9,047
-0.8% -$554K 0.79% 44
2024
Q4 		$64.6M Buy
1,103,658
+38,170
+4% +$2.29M 0.72% 48
2024
Q3 		$60.4M Buy
1,065,488
+16,407
+2% +$921K 0.68% 52
2024
Q2 		$55M Buy
1,049,081
+164,796
+19% +$8.83M 0.68% 50
2024
Q1 		$52.1M Buy
884,285
+18,417
+2% +$996K 0.67% 50
2023
Q4 		$40.8M Buy
865,868
+168,017
+24% +$7.66M 0.62% 56
2023
Q3 		$29.5M Buy
697,851
+83,793
+14% +$3.47M 0.58% 58
2023
Q2 		$24.4M Buy
614,058
+488,784
+390% +$19.2M 0.49% 61
2023
Q1 		$5.2M Buy
+125,274
New +$5.6M 0.11% 109
2014
Q4 		– Sell
-14,141
Closed -$200K – 172
2014
Q3 		$200K Buy
+14,141
New +$196K ﹤0.01% 142

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

Brandes Investment Partners's WRB Position: Q2 2026 in Review

Brandes Investment Partners increased its W.R. Berkley (WRB) stake by 0.57% in Q2 2026, buying an estimated $195K and bringing the position to 516,132 shares worth $36.4M. The position accounts for 0.26% of the portfolio, ranked #112.

Brandes Investment Partners first reported a position in WRB in Q3 2014 and has held it in 15 quarters since. The position peaked at $77.9M in Q1 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Brandes Investment Partners held 516,132 shares of W.R. Berkley worth $36.4M as of Q2 2026.
  • Brandes Investment Partners bought 2,915 W.R. Berkley shares in Q2 2026, an estimated $195K.
  • W.R. Berkley made up 0.26% of Brandes Investment Partners's portfolio in Q2 2026, its #112 holding.
  • Brandes Investment Partners first reported a position in W.R. Berkley in Q3 2014 and has held it in 15 quarters since.
  • Brandes Investment Partners's W.R. Berkley position peaked at $77.9M in Q1 2025.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Brandes Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.