Bruce Berkowitz’s W.R. Berkley WRB Stock Holding History

Bruce Berkowitz’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	$18.1M	Hold	256,350	–	–	1.21%	5
2026 Q1	$17M	Sell	256,350 -3,800	-1%	-$262K	1.12%	5
2025 Q4	$18.2M	Sell	260,150 -1,300	-0.5%	-$95.8K	1.27%	5
2025 Q3	$20M	Hold	261,450	–	–	1.62%	5
2025 Q2	$19.2M	Hold	261,450	–	–	1.57%	5
2025 Q1	$18.6M	Hold	261,450	–	–	1.53%	5
2024 Q4	$15.3M	Hold	261,450	–	–	1.29%	6
2024 Q3	$14.8M	Buy	261,450 +74,100	+40%	+$4.16M	1.02%	5
2024 Q2	$9.81M	Sell	187,350 -2,550	-1%	-$137K	0.71%	5
2024 Q1	$11.2M	Hold	189,900	–	–	0.74%	5
2023 Q4	$8.95M	Sell	189,900 -2,400	-1%	-$109K	0.57%	4
2023 Q3	$8.14M	Sell	192,300 -4,500	-2%	-$186K	0.58%	4
2023 Q2	$7.81M	Buy	+196,800	New	+$7.74M	0.59%	4

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bruce Berkowitz's WRB Position: Q2 2026 in Review

Bruce Berkowitz held its W.R. Berkley (WRB) position steady in Q2 2026 at 256,350 shares worth $18.1M. The position accounts for 1.21% of the portfolio, ranked #5.

Bruce Berkowitz first reported a position in WRB in Q2 2023 and has held it in 13 quarters since. The position peaked at $20M in Q3 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Bruce Berkowitz held 256,350 shares of W.R. Berkley worth $18.1M as of Q2 2026.
Bruce Berkowitz left its W.R. Berkley share count unchanged in Q2 2026.
W.R. Berkley made up 1.21% of Bruce Berkowitz's portfolio in Q2 2026, its #5 holding.
Bruce Berkowitz first reported a position in W.R. Berkley in Q2 2023 and has held it in 13 quarters since.
Bruce Berkowitz's W.R. Berkley position peaked at $20M in Q3 2025.
946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Fairholme Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.