Livforsakringsbolaget Skandia’s W.R. Berkley WRB Stock Holding History

Livforsakringsbolaget Skandia’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	$146K	Hold	2,196	–	–	0.01%	375
2025 Q4	$154K	Hold	2,196	–	–	0.01%	391
2025 Q3	$168K	Hold	2,196	–	–	0.01%	390
2025 Q2	$161K	Hold	2,196	–	–	0.01%	422
2025 Q1	$156K	Hold	2,196	–	–	0.01%	437
2024 Q4	$128K	Hold	2,196	–	–	0.01%	469
2024 Q3	$125K	Buy	2,196 +1,699	+342%	+$95.4K	0.01%	492
2024 Q2	$26K	Hold	497	–	–	﹤0.01%	463
2024 Q1	$29.3K	Hold	497	–	–	﹤0.01%	467
2023 Q4	$23.4K	Hold	497	–	–	﹤0.01%	479
2023 Q3	$21.2K	Hold	497	–	–	﹤0.01%	457
2023 Q2	$19.7K	Hold	497	–	–	﹤0.01%	475
2023 Q1	$20.6K	Hold	497	–	–	﹤0.01%	470
2022 Q4	$24K	Hold	497	–	–	﹤0.01%	444
2022 Q3	$21K	Sell	497 -1,950	-80%	-$84.7K	﹤0.01%	456
2022 Q2	$111K	Sell	2,447 -3,901	-61%	-$177K	0.01%	443
2022 Q1	$282K	Buy	6,348 +1	+0%	+$40	0.02%	385
2021 Q4	$232K	Hold	6,347	–	–	0.01%	471
2021 Q3	$206K	Hold	6,347	–	–	0.01%	509
2021 Q2	$210K	Buy	6,347 +3,375	+114%	+$117K	0.01%	541
2021 Q1	$100K	Hold	2,972	–	–	0.01%	602
2020 Q4	$88K	Hold	2,972	–	–	0.01%	609
2020 Q3	$81K	Hold	2,972	–	–	0.01%	582
2020 Q2	$76K	Hold	2,972	–	–	0.01%	581
2020 Q1	$69K	Hold	2,972	–	–	0.01%	551
2019 Q4	$91K	Hold	2,972	–	–	0.01%	533
2019 Q3	$95K	Hold	2,972	–	–	0.01%	531
2019 Q2	$87K	Sell	2,972 -1	-0%	-$27	0.01%	522
2019 Q1	$75K	Hold	2,973	–	–	0.01%	553
2018 Q4	$65K	Hold	2,973	–	–	0.01%	553
2018 Q3	$70K	Sell	2,973 -2,025	-41%	-$46K	0.01%	622
2018 Q2	$107K	Hold	4,998	–	–	0.01%	655
2018 Q1	$108K	Hold	4,998	–	–	0.01%	646
2017 Q4	$106K	Sell	4,998 -1,350	-21%	-$27.6K	0.01%	654
2017 Q3	$126K	Hold	6,348	–	–	0.01%	631
2017 Q2	$130K	Hold	6,348	–	–	0.01%	623
2017 Q1	$133K	Buy	6,348 +2,025	+47%	+$41.7K	0.01%	620
2016 Q4	$85	Sell	4,323 -101,244	-96%	-$1.82M	﹤0.01%	678
2016 Q3	$1.63M	Buy	105,567 +66,481	+170%	+$1.15M	0.08%	334
2016 Q2	$694K	Hold	39,086	–	–	0.03%	526
2016 Q1	$651K	Hold	39,086	–	–	0.03%	545
2015 Q4	$634K	Hold	39,086	–	–	0.03%	554
2015 Q3	$630K	Hold	39,086	–	–	0.03%	547
2015 Q2	$601K	Hold	39,086	–	–	0.03%	574
2015 Q1	$585K	Sell	39,086 -17,212	-31%	-$256K	0.03%	587
2014 Q4	$855K	Hold	56,298	–	–	0.04%	547
2014 Q3	$797K	Hold	56,298	–	–	0.03%	563
2014 Q2	$772K	Hold	56,298	–	–	0.03%	582
2014 Q1	$694K	Buy	+56,298	New	+$680K	0.03%	590

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $170B AUM 46.21% 1-Year Est. Return

Livforsakringsbolaget Skandia's WRB Position: Q1 2026 in Review

Livforsakringsbolaget Skandia held its W.R. Berkley (WRB) position steady in Q1 2026 at 2,196 shares worth $146K. The position accounts for 0.01% of the portfolio, ranked #375.

Livforsakringsbolaget Skandia first reported a position in WRB in Q1 2014 and has held it in 49 quarters since. The position peaked at $1.63M in Q3 2016. 923 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

Livforsakringsbolaget Skandia held 2,196 shares of W.R. Berkley worth $146K as of Q1 2026.
Livforsakringsbolaget Skandia left its W.R. Berkley share count unchanged in Q1 2026.
W.R. Berkley made up 0.01% of Livforsakringsbolaget Skandia's portfolio in Q1 2026, its #375 holding.
Livforsakringsbolaget Skandia first reported a position in W.R. Berkley in Q1 2014 and has held it in 49 quarters since.
Livforsakringsbolaget Skandia's W.R. Berkley position peaked at $1.63M in Q3 2016.
923 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Livforsakringsbolaget Skandia's 13F filing for Q1 2026, filed 5 May 2026.