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 Q2	$356K	Buy	5,050 +3,253	+181%	+$218K	﹤0.01%	957
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 $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity International's WRB Position: Q2 2026 in Review

Fidelity International increased its W.R. Berkley (WRB) stake by 181% in Q2 2026, buying an estimated $218K and bringing the position to 5,050 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

Fidelity International first reported a position in WRB in Q4 2019 and has held it in 12 quarters since. The position peaked at $50.6M in Q1 2022. 950 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Fidelity International held 5,050 shares of W.R. Berkley worth $356K as of Q2 2026.
Fidelity International bought 3,253 W.R. Berkley shares in Q2 2026, an estimated $218K.
W.R. Berkley made up ﹤0.01% of Fidelity International's portfolio in Q2 2026, its #957 holding.
Fidelity International first reported a position in W.R. Berkley in Q4 2019 and has held it in 12 quarters since.
Fidelity International's W.R. Berkley position peaked at $50.6M in Q1 2022.
950 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Fidelity International's 13F filing for Q2 2026, filed 13 Aug 2026.