Marshall Wace
WRB icon

Marshall Wace’s W.R. Berkley WRB Stock Holding History

Marshall Wace’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 		$9.61M Buy
136,322
+104,687
+331% +$7.01M 0.01% 1058
2026
Q1 		$2.1M Buy
31,635
+27,402
+647% +$1.89M ﹤0.01% 1755
2025
Q4 		$297K Sell
4,233
-1,812
-30% -$134K ﹤0.01% 2449
2025
Q3 		$463K Sell
6,045
-172,700
-97% -$12.3M ﹤0.01% 2262
2025
Q2 		$13.1M Sell
178,745
-564,895
-76% -$40.5M 0.01% 742
2025
Q1 		$52.9M Buy
743,640
+632,905
+572% +$38.8M 0.07% 254
2024
Q4 		$6.48M Buy
110,735
+83,540
+307% +$5M 0.01% 955
2024
Q3 		$1.54M Sell
27,195
-17,285
-39% -$971K ﹤0.01% 1469
2024
Q2 		$2.33M Buy
+44,480
New +$2.38M ﹤0.01% 1293
2023
Q3 		– Sell
-187,125
Closed -$7.43M – 2754
2023
Q2 		$7.43M Buy
+187,125
New +$7.36M 0.01% 863
2022
Q3 		– Sell
-464,717
Closed -$21.1M – 3852
2022
Q2 		$21.1M Buy
+464,717
New +$21.1M 0.04% 441
2022
Q1 		– Sell
-32,522
Closed -$1.19M – 4097
2021
Q4 		$1.19M Buy
+32,522
New +$1.15M ﹤0.01% 2390
2021
Q1 		– Sell
-82,485
Closed -$2.44M – 2908
2020
Q4 		$2.44M Buy
+82,485
New +$2.38M 0.01% 867
2020
Q1 		– Sell
-75,179
Closed -$2.31M – 2100
2019
Q4 		$2.31M Buy
+75,179
New +$2.32M 0.02% 769
2019
Q1 		– Sell
-4,499
Closed -$99K – 2090
2018
Q4 		$99K Buy
+4,499
New +$101K ﹤0.01% 1371
2016
Q2 		– Sell
-364,834
Closed -$6.08M – 1197
2016
Q1 		$6.08M Buy
364,834
+133,967
+58% +$2.06M 0.06% 304
2015
Q4 		$3.75M Sell
230,867
-984,035
-81% -$16.1M 0.04% 439
2015
Q3 		$19.6M Buy
+1,214,902
New +$19.9M 0.24% 106
2014
Q3 		– Sell
-1,199,124
Closed -$16.5M – 1065
2014
Q2 		$16.5M Buy
1,199,124
+981,916
+452% +$12.8M 0.24% 120
2014
Q1 		$2.68M Buy
+217,208
New +$2.62M 0.05% 315

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

Marshall Wace's WRB Position: Q2 2026 in Review

Marshall Wace increased its W.R. Berkley (WRB) stake by 331% in Q2 2026, buying an estimated $7.01M and bringing the position to 136,322 shares worth $9.61M. The position accounts for 0.01% of the portfolio, ranked #1058.

Marshall Wace first reported a position in WRB in Q1 2014 and has held it in 20 quarters since. The position peaked at $52.9M in Q1 2025. 949 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Marshall Wace held 136,322 shares of W.R. Berkley worth $9.61M as of Q2 2026.
  • Marshall Wace bought 104,687 W.R. Berkley shares in Q2 2026, an estimated $7.01M.
  • W.R. Berkley made up 0.01% of Marshall Wace's portfolio in Q2 2026, its #1058 holding.
  • Marshall Wace first reported a position in W.R. Berkley in Q1 2014 and has held it in 20 quarters since.
  • Marshall Wace's W.R. Berkley position peaked at $52.9M in Q1 2025.
  • 949 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.