Fidelity International’s W.R. Berkley WRB Stock Holding History

Fidelity International’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	$119K	Buy	+1,797	New	+$124K	﹤0.01%	989
2023 Q4	–	Sell	-345,885	Closed	-$14.6M	–	853
2023 Q3	$14.6M	Sell	345,885 -256,938	-43%	-$10.6M	0.02%	447
2023 Q2	$23.9M	Sell	602,823 -97,125	-14%	-$3.82M	0.03%	381
2023 Q1	$29.1M	Sell	699,948 -143,303	-17%	-$6.41M	0.03%	351
2022 Q4	$40.8M	Sell	843,251 -97,828	-10%	-$4.72M	0.05%	324
2022 Q3	$40.5M	Sell	941,079 -144,045	-13%	-$6.25M	0.05%	317
2022 Q2	$49.4M	Sell	1,085,124 -54,665	-5%	-$2.49M	0.06%	283
2022 Q1	$50.6M	Buy	+1,139,789	New	+$45.5M	0.05%	297
2021 Q2	–	Sell	-16	Closed	-$1K	–	1108
2021 Q1	$1K	Hold	16	–	–	﹤0.01%	955
2020 Q4	$0	Buy	+16	New	+$461	﹤0.01%	1096
2020 Q1	–	Sell	-90	Closed	-$3K	–	1021
2019 Q4	$3K	Buy	+90	New	+$2.78K	﹤0.01%	792

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

Fidelity International's WRB Position: Q1 2026 in Review

Fidelity International opened a new position in W.R. Berkley (WRB) in Q1 2026: 1,797 shares worth $119K. The stake represents ﹤0.01% of the portfolio and ranks #989 among its holdings. This is a return to the name: Fidelity International previously reported a position in WRB as recently as Q3 2023.

Fidelity International first reported a position in WRB in Q4 2019 and has held it in 11 quarters since. The position peaked at $50.6M in Q1 2022. 920 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

Fidelity International held 1,797 shares of W.R. Berkley worth $119K as of Q1 2026.
W.R. Berkley was a new Fidelity International position in Q1 2026.
W.R. Berkley made up ﹤0.01% of Fidelity International's portfolio in Q1 2026, its #989 holding.
Fidelity International first reported a position in W.R. Berkley in Q4 2019 and has held it in 11 quarters since.
Fidelity International's W.R. Berkley position peaked at $50.6M in Q1 2022.
920 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Fidelity International's 13F filing for Q1 2026, filed 15 May 2026.