MAM
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Madison Asset Management’s W.R. Berkley WRB Stock Holding History

Madison Asset Management’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 		$106M Sell
1,497,784
-121,122
-7% -$8.12M 1.26% 21
2026
Q1 		$107M Sell
1,618,906
-105,692
-6% -$7.28M 1.33% 18
2025
Q4 		$121M Sell
1,724,598
-106,486
-6% -$7.85M 1.39% 17
2025
Q3 		$140M Sell
1,831,084
-22,788
-1% -$1.62M 1.55% 14
2025
Q2 		$136M Buy
1,853,872
+11,597
+0.6% +$831K 1.47% 16
2025
Q1 		$131M Buy
1,842,275
+160,017
+10% +$9.81M 1.46% 14
2024
Q4 		$98.4M Buy
1,682,258
+128,322
+8% +$7.69M 1.11% 25
2024
Q3 		$88.2M Buy
1,553,936
+125,096
+9% +$7.02M 0.99% 33
2024
Q2 		$74.9M Buy
1,428,840
+126,883
+10% +$6.8M 0.93% 36
2024
Q1 		$76.8M Buy
1,301,957
+148,682
+13% +$8.04M 0.94% 36
2023
Q4 		$54.4M Buy
1,153,275
+32,281
+3% +$1.47M 0.74% 46
2023
Q3 		$47.4M Buy
1,120,994
+16,890
+2% +$700K 0.7% 49
2023
Q2 		$43.8M Sell
1,104,104
-2,454
-0.2% -$96.5K 0.64% 56
2023
Q1 		$45.9M Sell
1,106,558
-7,458
-0.7% -$334K 0.7% 50
2022
Q4 		$53.9M Buy
1,114,016
+3,651
+0.3% +$176K 0.85% 38
2022
Q3 		$47.8M Sell
1,110,365
-206,563
-16% -$8.97M 0.81% 42
2022
Q2 		$59.9M Sell
1,316,928
-34,704
-3% -$1.58M 0.94% 33
2022
Q1 		$60M Sell
1,351,632
-14,260
-1% -$569K 0.86% 38
2021
Q4 		$50M Sell
1,365,892
-16,231
-1% -$575K 0.66% 59
2021
Q3 		$45M Sell
1,382,123
-3,587
-0.3% -$118K 0.62% 62
2021
Q2 		$45.8M Sell
1,385,710
-11,592
-0.8% -$401K 0.62% 58
2021
Q1 		$46.8M Sell
1,397,302
-11,556
-0.8% -$356K 0.65% 60
2020
Q4 		$41.6M Sell
1,408,858
-13,273
-0.9% -$383K 0.61% 65
2020
Q3 		$38.6M Sell
1,422,131
-25,661
-2% -$704K 0.65% 61
2020
Q2 		$36.9M Sell
1,447,792
-6,957
-0.5% -$171K 0.65% 60
2020
Q1 		$33.7M Sell
1,454,749
-18,992
-1% -$566K 0.69% 55
2019
Q4 		$45.3M Buy
+1,473,741
New +$45.5M 0.7% 52

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

Madison Asset Management's WRB Position: Q2 2026 in Review

Madison Asset Management reduced its W.R. Berkley (WRB) stake by 7.5% in Q2 2026, selling an estimated $8.12M and leaving 1,497,784 shares worth $106M. The position accounts for 1.26% of the portfolio, ranked #21.

Madison Asset Management first reported a position in WRB in Q4 2019 and has held it in 27 quarters since. The position peaked at $140M in Q3 2025. 950 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Madison Asset Management held 1,497,784 shares of W.R. Berkley worth $106M as of Q2 2026.
  • Madison Asset Management sold 121,122 W.R. Berkley shares in Q2 2026, an estimated $8.12M.
  • W.R. Berkley made up 1.26% of Madison Asset Management's portfolio in Q2 2026, its #21 holding.
  • Madison Asset Management first reported a position in W.R. Berkley in Q4 2019 and has held it in 27 quarters since.
  • Madison Asset Management's W.R. Berkley position peaked at $140M in Q3 2025.
  • 950 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Madison Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.