Citigroup’s W.R. Berkley WRB Stock Holding History

Citigroup’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	$46.9M	Buy	707,114 +170,740	+32%	+$11.8M	0.02%	666
2025 Q4	$37.6M	Buy	536,374 +141,338	+36%	+$10.4M	0.02%	758
2025 Q3	$30.3M	Buy	395,036 +64,158	+19%	+$4.57M	0.01%	849
2025 Q2	$24.3M	Sell	330,878 -158,212	-32%	-$11.3M	0.01%	882
2025 Q1	$34.8M	Buy	489,090 +218,598	+81%	+$13.4M	0.02%	711
2024 Q4	$15.8M	Sell	270,492 -33,075	-11%	-$1.98M	0.01%	1098
2024 Q3	$17.2M	Sell	303,567 -34,565	-10%	-$1.94M	0.01%	1025
2024 Q2	$17.7M	Sell	338,132 -30,481	-8%	-$1.63M	0.01%	940
2024 Q1	$21.7M	Buy	368,613 +25,914	+8%	+$1.4M	0.01%	841
2023 Q4	$16.2M	Buy	342,699 +94,590	+38%	+$4.31M	0.01%	973
2023 Q3	$10.5M	Sell	248,109 -303,821	-55%	-$12.6M	0.01%	1081
2023 Q2	$21.9M	Sell	551,930 -2,931,310	-84%	-$115M	0.01%	775
2023 Q1	$145M	Buy	3,483,240 +47,920	+1%	+$2.14M	0.1%	157
2022 Q4	$166M	Sell	3,435,320 -79,548	-2%	-$3.84M	0.13%	130
2022 Q3	$151M	Buy	3,514,868 +57,878	+2%	+$2.51M	0.11%	141
2022 Q2	$157M	Buy	3,456,990 +42,895	+1%	+$1.95M	0.12%	143
2022 Q1	$152M	Sell	3,414,095 -1,528,561	-31%	-$61M	0.09%	188
2021 Q4	$181M	Sell	4,942,656 -31,091	-0.6%	-$1.1M	0.1%	187
2021 Q3	$162M	Sell	4,973,747 -3,818	-0.1%	-$126K	0.1%	188
2021 Q2	$165M	Sell	4,977,565 -42,547	-0.8%	-$1.47M	0.1%	181
2021 Q1	$168M	Buy	5,020,112 +74,461	+2%	+$2.3M	0.11%	169
2020 Q4	$146M	Sell	4,945,651 -8,271	-0.2%	-$239K	0.09%	209
2020 Q3	$135M	Buy	4,953,922 +110,615	+2%	+$3.03M	0.09%	181
2020 Q2	$123M	Buy	4,843,307 +6,396	+0.1%	+$157K	0.1%	177
2020 Q1	$112M	Sell	4,836,911 -34,377	-0.7%	-$1.02M	0.1%	163
2019 Q4	$150M	Sell	4,871,288 -178,000	-4%	-$5.49M	0.11%	166
2019 Q3	$162M	Buy	5,049,288 +109,260	+2%	+$3.41M	0.13%	140
2019 Q2	$145M	Sell	4,940,028 -475,804	-9%	-$13M	0.12%	162
2019 Q1	$136M	Sell	5,415,832 -18,846	-0.3%	-$444K	0.13%	127
2018 Q4	$119M	Buy	5,434,678 +102,131	+2%	+$2.3M	0.12%	150
2018 Q3	$126M	Buy	5,332,547 +77,399	+1%	+$1.76M	0.11%	154
2018 Q2	$113M	Sell	5,255,148 -11,313	-0.2%	-$252K	0.1%	159
2018 Q1	$113M	Sell	5,266,461 -56,970	-1%	-$1.19M	0.09%	169
2017 Q4	$113M	Buy	5,323,431 +59,889	+1%	+$1.22M	0.09%	200
2017 Q3	$104M	Buy	5,263,542 +67,648	+1%	+$1.35M	0.09%	199
2017 Q2	$106M	Buy	5,195,894 +17,507	+0.3%	+$354K	0.1%	153
2017 Q1	$108M	Sell	5,178,387 -238,643	-4%	-$4.91M	0.1%	151
2016 Q4	$107M	Sell	5,417,030 -245,734	-4%	-$4.41M	0.1%	189
2016 Q3	$96.9M	Buy	5,662,764 +85,408	+2%	+$1.48M	0.09%	190
2016 Q2	$99M	Buy	5,577,356 +59,174	+1%	+$984K	0.1%	174
2016 Q1	$91.9M	Buy	5,518,182 +50,317	+0.9%	+$774K	0.1%	172
2015 Q4	$88.7M	Buy	5,467,865 +205,933	+4%	+$3.36M	0.09%	199
2015 Q3	$84.8M	Sell	5,261,932 -135,304	-3%	-$2.22M	0.08%	202
2015 Q2	$83M	Buy	5,397,236 +34,796	+0.6%	+$519K	0.07%	244
2015 Q1	$80.3M	Buy	5,362,440 +151,977	+3%	+$2.26M	0.08%	236
2014 Q4	$79.1M	Buy	5,210,463 +33,631	+0.6%	+$506K	0.07%	278
2014 Q3	$73.3M	Buy	5,176,832 +2,484,729	+92%	+$34.5M	0.06%	276
2014 Q2	$36.9M	Buy	2,692,103 +105,392	+4%	+$1.37M	0.04%	474
2014 Q1	$31.9M	Sell	2,586,711 -230,088	-8%	-$2.78M	0.03%	497
2013 Q4	$36.2M	Buy	2,816,799 +275,036	+11%	+$3.53M	0.03%	495
2013 Q3	$32.3M	Sell	2,541,763 -1,931	-0.1%	-$24.2K	0.03%	522
2013 Q2	$30.8M	Buy	+2,543,694	New	+$32M	0.03%	487

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Citigroup's WRB Position: Q1 2026 in Review

Citigroup increased its W.R. Berkley (WRB) stake by 32% in Q1 2026, buying an estimated $11.8M and bringing the position to 707,114 shares worth $46.9M. The position accounts for 0.02% of the portfolio, ranked #666.

Citigroup first reported a position in WRB in Q2 2013 and has held it in 52 quarters since. The position peaked at $181M in Q4 2021. 920 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

Citigroup held 707,114 shares of W.R. Berkley worth $46.9M as of Q1 2026.
Citigroup bought 170,740 W.R. Berkley shares in Q1 2026, an estimated $11.8M.
W.R. Berkley made up 0.02% of Citigroup's portfolio in Q1 2026, its #666 holding.
Citigroup first reported a position in W.R. Berkley in Q2 2013 and has held it in 52 quarters since.
Citigroup's W.R. Berkley position peaked at $181M in Q4 2021.
920 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.