Ensign Peak Advisors
WRB icon

Ensign Peak Advisors’s W.R. Berkley WRB Stock Holding History

Ensign Peak 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
Q3 		$3.54M Sell
52,429
-12,620
-19% -$890K 0.01% 645
2026
Q2 		$4.59M Sell
65,049
-34,077
-34% -$2.28M 0.01% 582
2026
Q1 		$6.57M Sell
99,126
-24,219
-20% -$1.67M 0.01% 486
2025
Q4 		$8.65M Sell
123,345
-29,482
-19% -$2.17M 0.02% 436
2025
Q3 		$11.7M Sell
152,827
-34,455
-18% -$2.45M 0.02% 421
2025
Q2 		$13.8M Sell
187,282
-1,752
-0.9% -$126K 0.02% 396
2025
Q1 		$13.5M Sell
189,034
-16,896
-8% -$1.04M 0.03% 390
2024
Q4 		$12.1M Sell
205,930
-16,202
-7% -$970K 0.02% 423
2024
Q3 		$12.6M Buy
222,132
+2,947
+1% +$165K 0.02% 414
2024
Q2 		$11.5M Buy
219,185
+3,060
+1% +$164K 0.02% 410
2024
Q1 		$12.7M Sell
216,125
-22,120
-9% -$1.2M 0.02% 404
2023
Q4 		$11.2M Sell
238,245
-21,968
-8% -$1M 0.02% 403
2023
Q3 		$11M Buy
260,213
+40,662
+19% +$1.68M 0.02% 369
2023
Q2 		$8.72M Sell
219,551
-55,357
-20% -$2.18M 0.02% 453
2023
Q1 		$11.4M Buy
274,908
+99,235
+56% +$4.44M 0.02% 384
2022
Q4 		$8.5M Buy
175,673
+92,495
+111% +$4.46M 0.02% 449
2022
Q3 		$3.58M Buy
83,178
+35,362
+74% +$1.54M 0.01% 612
2022
Q2 		$2.18M Buy
47,816
+17,108
+56% +$778K 0.01% 771
2022
Q1 		$1.36M Sell
30,708
-21,679
-41% -$865K ﹤0.01% 1044
2021
Q4 		$1.92M Buy
52,387
+11,837
+29% +$420K ﹤0.01% 977
2021
Q3 		$1.32M Buy
40,550
+1,929
+5% +$63.6K ﹤0.01% 1318
2021
Q2 		$1.28M Sell
38,621
-900
-2% -$31.2K ﹤0.01% 1348
2021
Q1 		$1.32M Sell
39,521
-192
-0.5% -$5.92K ﹤0.01% 1305
2020
Q4 		$1.17M Sell
39,713
-2,103
-5% -$60.6K ﹤0.01% 1331
2020
Q3 		$1.14M Sell
41,816
-39,139
-48% -$1.07M ﹤0.01% 1254
2020
Q2 		$2.06M Buy
80,955
+17,280
+27% +$424K 0.01% 951
2020
Q1 		$1.48M Buy
63,675
+40,500
+175% +$1.21M ﹤0.01% 976
2019
Q4 		$712K Buy
+23,175
New +$715K ﹤0.01% 1445

Other funds holding WRB

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.5B AUM 31.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Madison Asset Management
Madison Asset Management Madison, Wisconsin $8.05B AUM 13.78% 1-Year Est. Return

Ensign Peak Advisors's WRB Position: Q3 2026 in Review

Ensign Peak Advisors reduced its W.R. Berkley (WRB) stake by 19% in Q3 2026, selling an estimated $890K and leaving 52,429 shares worth $3.54M. The position accounts for 0.01% of the portfolio, ranked #645.

Ensign Peak Advisors first reported a position in WRB in Q4 2019 and has held it in 28 quarters since. The position peaked at $13.8M in Q2 2025. 651 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • Ensign Peak Advisors held 52,429 shares of W.R. Berkley worth $3.54M as of Q3 2026.
  • Ensign Peak Advisors sold 12,620 W.R. Berkley shares in Q3 2026, an estimated $890K.
  • W.R. Berkley made up 0.01% of Ensign Peak Advisors's portfolio in Q3 2026, its #645 holding.
  • Ensign Peak Advisors first reported a position in W.R. Berkley in Q4 2019 and has held it in 28 quarters since.
  • Ensign Peak Advisors's W.R. Berkley position peaked at $13.8M in Q2 2025.
  • 651 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Ensign Peak Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.