Citadel Advisors
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Citadel Advisors’s W.R. Berkley WRB Stock Holding History

Citadel Advisors’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 		$1.72M Buy
26,000
+9,700
+60% +$668K ﹤0.01% 6413
2025
Q4 		$1.14M Sell
16,300
-600
-4% -$44.2K ﹤0.01% 7093
2025
Q3 		$1.29M Sell
16,900
-8,100
-32% -$577K ﹤0.01% 6982
2025
Q2 		$1.84M Buy
25,000
+16,100
+181% +$1.15M ﹤0.01% 5859
2025
Q1 		$633K Sell
8,900
-28,100
-76% -$1.72M ﹤0.01% 7956
2024
Q4 		$2.17M Buy
37,000
+5,100
+16% +$305K ﹤0.01% 5463
2024
Q3 		$1.81M Buy
31,900
+5,650
+22% +$317K ﹤0.01% 5730
2024
Q2 		$1.38M Buy
26,250
+12,000
+84% +$643K ﹤0.01% 6013
2024
Q1 		$840K Sell
14,250
-32,550
-70% -$1.76M ﹤0.01% 7298
2023
Q4 		$2.21M Buy
46,800
+27,150
+138% +$1.24M ﹤0.01% 5191
2023
Q3 		$832K Sell
19,650
-4,800
-20% -$199K ﹤0.01% 6964
2023
Q2 		$971K Sell
24,450
-4,950
-17% -$195K ﹤0.01% 6516
2023
Q1 		$1.22M Buy
29,400
+20,850
+244% +$933K ﹤0.01% 6352
2022
Q4 		$414K Buy
8,550
+3,150
+58% +$152K ﹤0.01% 8637
2022
Q3 		$232K Buy
+5,400
New +$234K ﹤0.01% 10108
2022
Q1 		– Sell
-6,075
Closed -$222K – 14702
2021
Q4 		$222K Buy
+6,075
New +$215K ﹤0.01% 11634
2021
Q2 		– Sell
-10,575
Closed -$354K – 14541
2021
Q1 		$354K Sell
10,575
-21,600
-67% -$666K ﹤0.01% 10463
2020
Q4 		$950K Buy
32,175
+1,125
+4% +$32.4K ﹤0.01% 6903
2020
Q3 		$844K Buy
31,050
+22,725
+273% +$623K ﹤0.01% 6341
2020
Q2 		$212K Sell
8,325
-2,475
-23% -$60.7K ﹤0.01% 8447
2020
Q1 		$250K Sell
10,800
-14,850
-58% -$442K ﹤0.01% 7638
2019
Q4 		$788K Buy
25,650
+14,850
+138% +$458K ﹤0.01% 6028
2019
Q3 		$347K Buy
+10,800
New +$337K ﹤0.01% 7347
2019
Q2 		– Sell
-62,775
Closed -$1.58M – 9944
2019
Q1 		$1.58M Buy
62,775
+17,887
+40% +$422K ﹤0.01% 4850
2018
Q4 		$983K Buy
44,888
+17,213
+62% +$387K ﹤0.01% 5339
2018
Q3 		$655K Buy
27,675
+11,812
+74% +$268K ﹤0.01% 6267
2018
Q2 		$340K Buy
15,863
+675
+4% +$15K ﹤0.01% 6999
2018
Q1 		$327K Buy
+15,188
New +$317K ﹤0.01% 6608
2016
Q3 		– Sell
-14,175
Closed -$252K – 7852
2016
Q2 		$252K Buy
+14,175
New +$236K ﹤0.01% 5476
2016
Q1 		– Sell
-19,913
Closed -$323K – 8089
2015
Q4 		$323K Sell
19,913
-11,137
-36% -$182K ﹤0.01% 5114
2015
Q3 		$500K Buy
31,050
+675
+2% +$11.1K ﹤0.01% 4814
2015
Q2 		$467K Buy
30,375
+11,137
+58% +$166K ﹤0.01% 5085
2015
Q1 		$288K Buy
19,238
+15,863
+470% +$236K ﹤0.01% 5705
2014
Q4 		$51K Sell
3,375
-1,350
-29% -$20.3K ﹤0.01% 7183
2014
Q3 		$67K Buy
4,725
+4,050
+600% +$56.2K ﹤0.01% 6703
2014
Q2 		$9K Sell
675
-1,013
-60% -$13.2K ﹤0.01% 7609
2014
Q1 		$21K Sell
1,688
-8,437
-83% -$102K ﹤0.01% 7271
2013
Q4 		$130K Sell
10,125
-8,438
-45% -$108K ﹤0.01% 5400
2013
Q3 		$236K Sell
18,563
-7,087
-28% -$88.9K ﹤0.01% 4606
2013
Q2 		$311K Buy
+25,650
New +$323K ﹤0.01% 4273

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

Citadel Advisors's WRB Position: Q1 2026 in Review

Citadel Advisors increased its W.R. Berkley (WRB) stake by 1,142% in Q1 2026, buying an estimated $88.3M and bringing the position to 1,394,141 shares worth $92.4M. The position accounts for 0.01% of the portfolio, ranked #868.

Citadel Advisors first reported a position in WRB in Q2 2013 and has held it in 50 quarters since. The position peaked at $133M in Q4 2020. 921 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Citadel Advisors held 1,394,141 shares of W.R. Berkley worth $92.4M as of Q1 2026.
  • Citadel Advisors bought 1,281,891 W.R. Berkley shares in Q1 2026, an estimated $88.3M.
  • W.R. Berkley made up 0.01% of Citadel Advisors's portfolio in Q1 2026, its #868 holding.
  • Citadel Advisors first reported a position in W.R. Berkley in Q2 2013 and has held it in 50 quarters since.
  • Citadel Advisors's W.R. Berkley position peaked at $133M in Q4 2020.
  • 921 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.