E. Ohman J:or Asset Management’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $659K | Buy |
9,347
+2,800
| +43% | +$188K | 0.02% | 373 |
|
|
2026
Q1 | $434K | Sell |
6,547
-4,200
| -39% | -$289K | 0.01% | 427 |
|
|
2025
Q4 | $754K | Buy |
+10,747
| New | +$792K | 0.02% | 348 |
|
|
2021
Q4 | – | Sell |
-13,275
| Closed | -$432K | – | 510 |
|
|
2021
Q3 | $432K | Hold |
13,275
| – | – | 0.01% | 412 |
|
|
2021
Q2 | $439K | Buy |
13,275
+7,875
| +146% | +$273K | 0.01% | 420 |
|
|
2021
Q1 | $181K | Buy |
+5,400
| New | +$167K | 0.01% | 434 |
|
|
2020
Q4 | – | Sell |
-7,650
| Closed | -$208K | – | 448 |
|
|
2020
Q3 | $208K | Hold |
7,650
| – | – | 0.01% | 397 |
|
|
2020
Q2 | $195K | Buy |
+7,650
| New | +$188K | 0.01% | 401 |
|
|
2019
Q4 | – | Sell |
-8,100
| Closed | -$260K | – | 482 |
|
|
2019
Q3 | $260K | Hold |
8,100
| – | – | 0.02% | 328 |
|
|
2019
Q2 | $237K | Hold |
8,100
| – | – | 0.02% | 342 |
|
|
2019
Q1 | $203K | Sell |
8,100
-5,738
| -41% | -$135K | 0.01% | 352 |
|
|
2018
Q4 | $303K | Sell |
13,838
-4,725
| -25% | -$106K | 0.02% | 308 |
|
|
2018
Q3 | $440K | Buy |
18,563
+8,100
| +77% | +$184K | 0.03% | 270 |
|
|
2018
Q2 | $224K | Hold |
10,463
| – | – | 0.02% | 348 |
|
|
2018
Q1 | $225K | Hold |
10,463
| – | – | 0.02% | 433 |
|
|
2017
Q4 | $222K | Buy |
10,463
+1,688
| +19% | +$34.5K | 0.02% | 462 |
|
|
2017
Q3 | $174K | Buy |
8,775
+1,012
| +13% | +$20.3K | 0.02% | 477 |
|
|
2017
Q2 | $159K | Hold |
7,763
| – | – | 0.02% | 493 |
|
|
2017
Q1 | $162K | Hold |
7,763
| – | – | 0.02% | 483 |
|
|
2016
Q4 | $153K | Hold |
7,763
| – | – | 0.02% | 470 |
|
|
2016
Q3 | $133K | Hold |
7,763
| – | – | 0.02% | 468 |
|
|
2016
Q2 | $138K | Hold |
7,763
| – | – | 0.02% | 433 |
|
|
2016
Q1 | $129K | Hold |
7,763
| – | – | 0.02% | 430 |
|
|
2015
Q4 | $126K | Hold |
7,763
| – | – | 0.02% | 454 |
|
|
2015
Q3 | $125K | Hold |
7,763
| – | – | 0.03% | 437 |
|
|
2015
Q2 | $119K | Hold |
7,763
| – | – | 0.03% | 479 |
|
|
2015
Q1 | $116K | Hold |
7,763
| – | – | 0.03% | 470 |
|
|
2014
Q4 | $119K | Hold |
7,763
| – | – | 0.03% | 471 |
|
|
2014
Q3 | $110K | Hold |
7,763
| – | – | 0.03% | 470 |
|
|
2014
Q2 | $107K | Hold |
7,763
| – | – | 0.03% | 481 |
|
|
2014
Q1 | $95.7K | Hold |
7,763
| – | – | 0.02% | 482 |
|
|
2013
Q4 | $99.5K | Hold |
7,763
| – | – | 0.02% | 489 |
|
|
2013
Q3 | $98.6K | Hold |
7,763
| – | – | 0.03% | 473 |
|
|
2013
Q2 | $94K | Buy |
+7,763
| New | +$97.7K | 0.03% | 470 |
|
Other funds holding WRB
MSI
E. Ohman J:or Asset Management's WRB Position: Q2 2026 in Review
E. Ohman J:or Asset Management increased its W.R. Berkley (WRB) stake by 43% in Q2 2026, buying an estimated $188K and bringing the position to 9,347 shares worth $659K. The position accounts for 0.02% of the portfolio, ranked #373.
E. Ohman J:or Asset Management first reported a position in WRB in Q2 2013 and has held it in 34 quarters since. The position peaked at $754K in Q4 2025. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.
- E. Ohman J:or Asset Management held 9,347 shares of W.R. Berkley worth $659K as of Q2 2026.
- E. Ohman J:or Asset Management bought 2,800 W.R. Berkley shares in Q2 2026, an estimated $188K.
- W.R. Berkley made up 0.02% of E. Ohman J:or Asset Management's portfolio in Q2 2026, its #373 holding.
- E. Ohman J:or Asset Management first reported a position in W.R. Berkley in Q2 2013 and has held it in 34 quarters since.
- E. Ohman J:or Asset Management's W.R. Berkley position peaked at $754K in Q4 2025.
- 953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.
Based on E. Ohman J:or Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.