Loomis, Sayles & Company
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Loomis, Sayles & Company’s W.R. Berkley WRB Stock Holding History

Loomis, Sayles & Company’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 		– Sell
-599
Closed -$39.7K – 781
2026
Q1 		$39.7K Sell
599
-11
-2% -$758 ﹤0.01% 626
2025
Q4 		$42.8K Hold
610
– – ﹤0.01% 621
2025
Q3 		$46.7K Sell
610
-19,671
-97% -$1.4M ﹤0.01% 619
2025
Q2 		$1.49M Hold
20,281
– – ﹤0.01% 474
2025
Q1 		$1.44M Sell
20,281
-194,645
-91% -$11.9M ﹤0.01% 459
2024
Q4 		$12.6M Buy
214,926
+3,087
+1% +$185K 0.02% 337
2024
Q3 		$12M Sell
211,839
-59,967
-22% -$3.37M 0.02% 330
2024
Q2 		$14.2M Sell
271,806
-104,429
-28% -$5.59M 0.02% 304
2024
Q1 		$22.2M Sell
376,235
-5,811
-2% -$314K 0.03% 246
2023
Q4 		$18M Buy
382,046
+9,026
+2% +$411K 0.03% 269
2023
Q3 		$15.8M Buy
373,020
+97,945
+36% +$4.06M 0.03% 269
2023
Q2 		$10.9M Buy
275,075
+273,675
+19,548% +$10.8M 0.02% 336
2023
Q1 		$58K Sell
1,400
-3,676
-72% -$164K ﹤0.01% 603
2022
Q4 		$245K Buy
5,076
+2,466
+94% +$119K ﹤0.01% 498
2022
Q3 		$113K Sell
2,610
-3,092
-54% -$134K ﹤0.01% 512
2022
Q2 		$260K Buy
5,702
+347
+6% +$15.8K ﹤0.01% 482
2022
Q1 		$238K Buy
+5,355
New +$214K ﹤0.01% 541
2020
Q2 		– Sell
-556
Closed -$13K – 749
2020
Q1 		$13K Buy
+556
New +$16.6K ﹤0.01% 644

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Loomis, Sayles & Company's WRB Position: Q2 2026 in Review

Loomis, Sayles & Company sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 599 shares — an estimated $39.7K sold.

Loomis, Sayles & Company first reported a position in WRB in Q1 2020 and held it in 18 quarters. The position peaked at $22.2M in Q1 2024. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Loomis, Sayles & Company reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
  • Loomis, Sayles & Company sold 599 W.R. Berkley shares in Q2 2026, an estimated $39.7K.
  • Loomis, Sayles & Company first reported a position in W.R. Berkley in Q1 2020 and held it in 18 quarters.
  • Loomis, Sayles & Company's W.R. Berkley position peaked at $22.2M in Q1 2024.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.