Capital World Investors
WRB icon

Capital World Investors’s W.R. Berkley WRB Stock Holding History

Capital World Investors’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
2023
Q2 		– Sell
-3,324,032
Closed -$138M – 533
2023
Q1 		$138M Buy
3,324,032
+1,887
+0.1% +$84.4K 0.03% 308
2022
Q4 		$161M Buy
3,322,145
+881
+0% +$42.5K 0.03% 301
2022
Q3 		$143M Buy
3,321,264
+152,428
+5% +$6.62M 0.03% 302
2022
Q2 		$144M Hold
3,168,836
– – 0.03% 303
2022
Q1 		$141M Sell
3,168,836
-21
-0% -$837 0.02% 332
2021
Q4 		$116M Buy
3,168,857
+459,609
+17% +$16.3M 0.02% 361
2021
Q3 		$88.1M Hold
2,709,248
– – 0.02% 383
2021
Q2 		$89.6M Buy
2,709,248
+943
+0% +$32.6K 0.02% 393
2021
Q1 		$90.7M Buy
+2,708,305
New +$83.5M 0.02% 378
2016
Q2 		– Sell
-7,121,250
Closed -$119M – 517
2016
Q1 		$119M Hold
7,121,250
– – 0.03% 260
2015
Q4 		$116M Hold
7,121,250
– – 0.03% 273
2015
Q3 		$115M Hold
7,121,250
– – 0.03% 274
2015
Q2 		$110M Hold
7,121,250
– – 0.03% 292
2015
Q1 		$107M Sell
7,121,250
-675,000
-9% -$10M 0.03% 300
2014
Q4 		$118M Sell
7,796,250
-354,375
-4% -$5.33M 0.03% 281
2014
Q3 		$115M Hold
8,150,625
– – 0.03% 293
2014
Q2 		$112M Hold
8,150,625
– – 0.03% 297
2014
Q1 		$101M Hold
8,150,625
– – 0.03% 288
2013
Q4 		$105M Hold
8,150,625
– – 0.03% 291
2013
Q3 		$104M Hold
8,150,625
– – 0.03% 295
2013
Q2 		$98.7M Buy
+8,150,625
New +$103M 0.03% 296

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Capital World Investors's WRB Position: Q2 2023 in Review

Capital World Investors sold out of W.R. Berkley (WRB) in Q2 2023, closing a stake of 3,324,032 shares — an estimated $138M sold.

Capital World Investors first reported a position in WRB in Q2 2013 and held it in 21 quarters. The position peaked at $161M in Q4 2022. 658 funds tracked by Wall St. Rank hold WRB as of Q2 2023.

  • Capital World Investors reported no remaining W.R. Berkley position as of Q2 2023 after selling out during the quarter.
  • Capital World Investors sold 3,324,032 W.R. Berkley shares in Q2 2023, an estimated $138M.
  • Capital World Investors first reported a position in W.R. Berkley in Q2 2013 and held it in 21 quarters.
  • Capital World Investors's W.R. Berkley position peaked at $161M in Q4 2022.
  • 658 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2023.

Based on Capital World Investors's 13F filing for Q2 2023, filed 11 Aug 2023.