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Dundas Partners’s W.R. Berkley WRB Stock Holding History

Dundas 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 		$27.5M Hold
390,567
– – 1.99% 20
2026
Q1 		$25.9M Sell
390,567
-770,905
-66% -$53.1M 2.06% 21
2025
Q4 		$81.4M Sell
1,161,472
-20,129
-2% -$1.48M 5.74% 4
2025
Q3 		$90.5M Buy
1,181,601
+58,291
+5% +$4.15M 6.39% 2
2025
Q2 		$82.5M Hold
1,123,310
– – 5.74% 2
2025
Q1 		$79.9M Hold
1,123,310
– – 5.89% 1
2024
Q4 		$65.7M Hold
1,123,310
– – 4.61% 3
2024
Q3 		$63.7M Buy
1,123,310
+99,494
+10% +$5.59M 4.59% 3
2024
Q2 		$53.6M Buy
1,023,816
+106,503
+12% +$5.7M 4.16% 4
2024
Q1 		$54.1M Buy
917,313
+60,703
+7% +$3.28M 4.26% 3
2023
Q4 		$40.4M Buy
856,610
+9,432
+1% +$430K 3.52% 6
2023
Q3 		$35.9M Buy
847,178
+176,142
+26% +$7.3M 3.52% 5
2023
Q2 		$26.6M Hold
671,036
– – 2.51% 24
2023
Q1 		$27.9M Buy
671,036
+8,616
+1% +$385K 2.91% 19
2022
Q4 		$32M Hold
662,420
– – 3.48% 6
2022
Q3 		$28.5M Hold
662,420
– – 3.32% 7
2022
Q2 		$30.1M Hold
662,420
– – 3.26% 9
2022
Q1 		$29.4M Buy
662,420
+172,482
+35% +$6.88M 2.67% 19
2021
Q4 		$19.9M Hold
489,938
– – 2.47% 19
2021
Q3 		$15.9M Hold
489,938
– – 2.25% 23
2021
Q2 		$16.2M Hold
489,938
– – 2.35% 24
2021
Q1 		$16.4M Hold
489,938
– – 2.6% 20
2020
Q4 		$17.1M Hold
489,938
– – 2.5% 20
2020
Q3 		$13.3M Hold
489,938
– – 2.67% 20
2020
Q2 		$12.5M Buy
489,938
+311,682
+175% +$7.64M 2.73% 19
2020
Q1 		$4.14M Buy
+178,256
New +$5.31M 1.08% 32

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

Dundas Partners's WRB Position: Q2 2026 in Review

Dundas Partners held its W.R. Berkley (WRB) position steady in Q2 2026 at 390,567 shares worth $27.5M. The position accounts for 1.99% of the portfolio, ranked #20.

Dundas Partners first reported a position in WRB in Q1 2020 and has held it in 26 quarters since. The position peaked at $90.5M in Q3 2025. 952 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Dundas Partners held 390,567 shares of W.R. Berkley worth $27.5M as of Q2 2026.
  • Dundas Partners left its W.R. Berkley share count unchanged in Q2 2026.
  • W.R. Berkley made up 1.99% of Dundas Partners's portfolio in Q2 2026, its #20 holding.
  • Dundas Partners first reported a position in W.R. Berkley in Q1 2020 and has held it in 26 quarters since.
  • Dundas Partners's W.R. Berkley position peaked at $90.5M in Q3 2025.
  • 952 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

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