Johnson Financial Group Inc (Wisconsin)’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
Q1 | – | Sell |
-138
| Closed | -$9.68K | – | 976 |
|
|
2025
Q4 | $9.68K | Sell |
138
-618
| -82% | -$45.5K | ﹤0.01% | 660 |
|
|
2025
Q3 | $57.9K | Buy |
756
+138
| +22% | +$9.82K | ﹤0.01% | 578 |
|
|
2025
Q2 | $45.4K | Sell |
618
-846
| -58% | -$60.6K | ﹤0.01% | 470 |
|
|
2025
Q1 | $104K | Sell |
1,464
-30
| -2% | -$1.84K | 0.01% | 473 |
|
|
2024
Q4 | $87.9K | Buy |
1,494
+19
| +1% | +$1.14K | ﹤0.01% | 389 |
|
|
2024
Q3 | $83.7K | Buy |
1,475
+11
| +0.8% | +$618 | ﹤0.01% | 465 |
|
|
2024
Q2 | $76.7K | Hold |
1,464
| – | – | ﹤0.01% | 404 |
|
|
2024
Q1 | $86.3K | Hold |
1,464
| – | – | ﹤0.01% | 368 |
|
|
2023
Q4 | $69K | Hold |
1,464
| – | – | ﹤0.01% | 419 |
|
|
2023
Q3 | $63K | Sell |
1,464
-1,184
| -45% | -$49K | ﹤0.01% | 369 |
|
|
2023
Q2 | $105K | Buy |
+2,648
| New | +$104K | 0.01% | 327 |
|
|
2023
Q1 | – | Sell |
-150
| Closed | -$7.26K | – | 722 |
|
|
2022
Q4 | $7.26K | Hold |
150
| – | – | ﹤0.01% | 516 |
|
|
2022
Q3 | $7K | Hold |
150
| – | – | ﹤0.01% | 518 |
|
|
2022
Q2 | $7K | Buy |
+150
| New | +$6.82K | ﹤0.01% | 560 |
|
|
2020
Q1 | – | Sell |
-425
| Closed | -$13K | – | 519 |
|
|
2019
Q4 | $13K | Hold |
425
| – | – | ﹤0.01% | 396 |
|
|
2019
Q3 | $14K | Sell |
425
-819
| -66% | -$25.6K | ﹤0.01% | 429 |
|
|
2019
Q2 | $36K | Sell |
1,244
-1
| -0.1% | -$27 | ﹤0.01% | 351 |
|
|
2019
Q1 | $31K | Sell |
1,245
-1,131
| -48% | -$26.7K | ﹤0.01% | 357 |
|
|
2018
Q4 | $52K | Hold |
2,376
| – | – | 0.01% | 318 |
|
|
2018
Q3 | $56K | Hold |
2,376
| – | – | 0.01% | 312 |
|
|
2018
Q2 | $51K | Sell |
2,376
-793
| -25% | -$17.6K | 0.01% | 330 |
|
|
2018
Q1 | $68K | Sell |
3,169
-40,706
| -93% | -$849K | 0.01% | 315 |
|
|
2017
Q4 | $931K | Sell |
43,875
-3,932
| -8% | -$80.4K | 0.11% | 129 |
|
|
2017
Q3 | $945K | Sell |
47,807
-2,902
| -6% | -$58.1K | 0.12% | 122 |
|
|
2017
Q2 | $1.04M | Sell |
50,709
-4,489
| -8% | -$90.9K | 0.15% | 116 |
|
|
2017
Q1 | $1.16M | Sell |
55,198
-2,427
| -4% | -$49.9K | 0.15% | 143 |
|
|
2016
Q4 | $1.14M | Sell |
57,625
-590
| -1% | -$10.6K | 0.16% | 137 |
|
|
2016
Q3 | $996K | Sell |
58,215
-6,389
| -10% | -$111K | 0.13% | 142 |
|
|
2016
Q2 | $1.15M | Buy |
64,604
+1,670
| +3% | +$27.8K | 0.16% | 129 |
|
|
2016
Q1 | $1.05M | Buy |
62,934
+115
| +0.2% | +$1.77K | 0.21% | 106 |
|
|
2015
Q4 | $1.02M | Sell |
62,819
-1,775
| -3% | -$29K | 0.21% | 106 |
|
|
2015
Q3 | $1.04M | Buy |
64,594
+6,193
| +11% | +$101K | 0.23% | 101 |
|
|
2015
Q2 | $899K | Buy |
58,401
+26,882
| +85% | +$401K | 0.19% | 118 |
|
|
2015
Q1 | $472K | Buy |
31,519
+30,830
| +4,475% | +$458K | 0.1% | 170 |
|
|
2014
Q4 | $10K | Hold |
689
| – | – | ﹤0.01% | 648 |
|
|
2014
Q3 | $10K | Hold |
689
| – | – | ﹤0.01% | 617 |
|
|
2014
Q2 | $9K | Hold |
689
| – | – | ﹤0.01% | 608 |
|
|
2014
Q1 | $8K | Hold |
689
| – | – | ﹤0.01% | 607 |
|
|
2013
Q4 | $9K | Hold |
689
| – | – | ﹤0.01% | 587 |
|
|
2013
Q3 | $9K | Hold |
689
| – | – | ﹤0.01% | 570 |
|
|
2013
Q2 | $8K | Buy |
+689
| New | +$8.68K | ﹤0.01% | 588 |
|
Other funds holding WRB
MSI
Johnson Financial Group Inc (Wisconsin)'s WRB Position: Q1 2026 in Review
Johnson Financial Group Inc (Wisconsin) sold out of W.R. Berkley (WRB) in Q1 2026, closing a stake of 138 shares — an estimated $9.68K sold.
Johnson Financial Group Inc (Wisconsin) first reported a position in WRB in Q2 2013 and held it in 41 quarters. The position peaked at $1.16M in Q1 2017. 926 funds tracked by Wall St. Rank hold WRB as of Q1 2026.
- Johnson Financial Group Inc (Wisconsin) reported no remaining W.R. Berkley position as of Q1 2026 after selling out during the quarter.
- Johnson Financial Group Inc (Wisconsin) sold 138 W.R. Berkley shares in Q1 2026, an estimated $9.68K.
- Johnson Financial Group Inc (Wisconsin) first reported a position in W.R. Berkley in Q2 2013 and held it in 41 quarters.
- Johnson Financial Group Inc (Wisconsin)'s W.R. Berkley position peaked at $1.16M in Q1 2017.
- 926 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.
Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.