Ken Fisher
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Ken Fisher’s W.R. Berkley WRB Stock Holding History

Ken Fisher’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 		– Sell
-3,773
Closed -$265K – 1124
2025
Q4 		$265K Sell
3,773
-1,248
-25% -$92K ﹤0.01% 919
2025
Q3 		$385K Buy
5,021
+1,353
+37% +$96.3K ﹤0.01% 826
2025
Q2 		$270K Sell
3,668
-265
-7% -$19K ﹤0.01% 904
2025
Q1 		$280K Buy
3,933
+266
+7% +$16.3K ﹤0.01% 911
2024
Q4 		$215K Buy
3,667
+82
+2% +$4.91K ﹤0.01% 936
2024
Q3 		$203K Buy
+3,585
New +$201K ﹤0.01% 900
2023
Q1 		– Sell
-21,089
Closed -$1.02M – 1175
2022
Q4 		$1.02M Buy
+21,089
New +$1.02M ﹤0.01% 768

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Ken Fisher's WRB Position: Q1 2026 in Review

Ken Fisher sold out of W.R. Berkley (WRB) in Q1 2026, closing a stake of 3,773 shares — an estimated $265K sold.

Ken Fisher first reported a position in WRB in Q4 2022 and held it in 7 quarters. The position peaked at $1.02M in Q4 2022. 921 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Ken Fisher reported no remaining W.R. Berkley position as of Q1 2026 after selling out during the quarter.
  • Ken Fisher sold 3,773 W.R. Berkley shares in Q1 2026, an estimated $265K.
  • Ken Fisher first reported a position in W.R. Berkley in Q4 2022 and held it in 7 quarters.
  • Ken Fisher's W.R. Berkley position peaked at $1.02M in Q4 2022.
  • 921 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.