Morgan Stanley’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $582M | Sell |
8,252,790
-2,159,675
| -21% | -$145M | 0.03% | 509 |
|
|
2026
Q1 | $690M | Buy |
10,412,465
+614,107
| +6% | +$42.3M | 0.04% | 422 |
|
|
2025
Q4 | $687M | Sell |
9,798,358
-2,006,209
| -17% | -$148M | 0.04% | 412 |
|
|
2025
Q3 | $904M | Sell |
11,804,567
-1,431,548
| -11% | -$102M | 0.05% | 317 |
|
|
2025
Q2 | $972M | Sell |
13,236,115
-2,556,206
| -16% | -$183M | 0.06% | 275 |
|
|
2025
Q1 | $1.12B | Sell |
15,792,321
-2,572,922
| -14% | -$158M | 0.08% | 227 |
|
|
2024
Q4 | $1.07B | Sell |
18,365,243
-1,663,796
| -8% | -$99.7M | 0.08% | 230 |
|
|
2024
Q3 | $1.14B | Buy |
20,029,039
+49,973
| +0.3% | +$2.81M | 0.08% | 222 |
|
|
2024
Q2 | $1.05B | Buy |
19,979,066
+1,038,141
| +5% | +$55.6M | 0.08% | 222 |
|
|
2024
Q1 | $1.12B | Sell |
18,940,925
-18,803,635
| -50% | -$1.02B | 0.09% | 212 |
|
|
2023
Q4 | $1.78B | Buy |
37,744,560
+18,146,724
| +93% | +$827M | 0.08% | 234 |
|
|
2023
Q3 | $830M | Buy |
19,597,836
+794,725
| +4% | +$32.9M | 0.08% | 231 |
|
|
2023
Q2 | $747M | Buy |
18,803,111
+1,065,614
| +6% | +$41.9M | 0.07% | 251 |
|
|
2023
Q1 | $736M | Buy |
17,737,497
+1,388,857
| +8% | +$62.1M | 0.08% | 247 |
|
|
2022
Q4 | $791M | Buy |
16,348,640
+13,247,330
| +427% | +$639M | 0.09% | 221 |
|
|
2022
Q3 | $134M | Buy |
3,101,310
+562,542
| +22% | +$24.4M | 0.02% | 747 |
|
|
2022
Q2 | $116M | Buy |
2,538,768
+1,763,701
| +228% | +$80.2M | 0.02% | 839 |
|
|
2022
Q1 | $34.4M | Sell |
775,067
-57,987
| -7% | -$2.31M | ﹤0.01% | 1577 |
|
|
2021
Q4 | $30.5M | Sell |
833,054
-12,109
| -1% | -$429K | ﹤0.01% | 1729 |
|
|
2021
Q3 | $27.5M | Sell |
845,163
-183,310
| -18% | -$6.04M | ﹤0.01% | 1766 |
|
|
2021
Q2 | $34M | Buy |
1,028,473
+355,284
| +53% | +$12.3M | ﹤0.01% | 1620 |
|
|
2021
Q1 | $22.5M | Sell |
673,189
-406,345
| -38% | -$12.5M | ﹤0.01% | 1798 |
|
|
2020
Q4 | $31.9M | Buy |
1,079,534
+690,383
| +177% | +$19.9M | ﹤0.01% | 1427 |
|
|
2020
Q3 | $10.6M | Buy |
389,151
+52,582
| +16% | +$1.44M | ﹤0.01% | 1981 |
|
|
2020
Q2 | $8.57M | Sell |
336,569
-163,863
| -33% | -$4.02M | ﹤0.01% | 2111 |
|
|
2020
Q1 | $11.6M | Buy |
500,432
+51,897
| +12% | +$1.55M | ﹤0.01% | 1661 |
|
|
2019
Q4 | $13.8M | Buy |
448,535
+33,387
| +8% | +$1.03M | ﹤0.01% | 2052 |
|
|
2019
Q3 | $13.3M | Buy |
415,148
+156,168
| +60% | +$4.88M | ﹤0.01% | 1836 |
|
|
2019
Q2 | $7.59M | Sell |
258,980
-6,798
| -3% | -$186K | ﹤0.01% | 2457 |
|
|
2019
Q1 | $6.67M | Sell |
265,778
-96,930
| -27% | -$2.28M | ﹤0.01% | 2426 |
|
|
2018
Q4 | $7.94M | Sell |
362,708
-144,487
| -28% | -$3.25M | ﹤0.01% | 2368 |
|
|
2018
Q3 | $12M | Sell |
507,195
-145,577
| -22% | -$3.3M | ﹤0.01% | 2230 |
|
|
2018
Q2 | $14M | Sell |
652,772
-191,768
| -23% | -$4.26M | ﹤0.01% | 2005 |
|
|
2018
Q1 | $18.2M | Buy |
844,540
+67,520
| +9% | +$1.41M | 0.01% | 1756 |
|
|
2017
Q4 | $16.5M | Sell |
777,020
-225,868
| -23% | -$4.62M | ﹤0.01% | 1860 |
|
|
2017
Q3 | $19.8M | Buy |
1,002,888
+186,006
| +23% | +$3.72M | 0.01% | 1599 |
|
|
2017
Q2 | $16.7M | Sell |
816,882
-126,258
| -13% | -$2.56M | 0.01% | 1678 |
|
|
2017
Q1 | $19.7M | Buy |
943,140
+183,414
| +24% | +$3.77M | 0.01% | 1580 |
|
|
2016
Q4 | $15M | Buy |
759,726
+231,360
| +44% | +$4.15M | ﹤0.01% | 1819 |
|
|
2016
Q3 | $9.04M | Buy |
528,366
+62,849
| +14% | +$1.09M | ﹤0.01% | 2101 |
|
|
2016
Q2 | $8.27M | Buy |
465,517
+300,419
| +182% | +$5M | ﹤0.01% | 2154 |
|
|
2016
Q1 | $2.75M | Sell |
165,098
-357,285
| -68% | -$5.49M | ﹤0.01% | 3081 |
|
|
2015
Q4 | $8.47M | Buy |
522,383
+291,695
| +126% | +$4.76M | ﹤0.01% | 2139 |
|
|
2015
Q3 | $3.72M | Sell |
230,688
-325,971
| -59% | -$5.34M | ﹤0.01% | 2918 |
|
|
2015
Q2 | $8.57M | Buy |
556,659
+231,714
| +71% | +$3.45M | ﹤0.01% | 2259 |
|
|
2015
Q1 | $4.86M | Sell |
324,945
-989,462
| -75% | -$14.7M | ﹤0.01% | 2782 |
|
|
2014
Q4 | $20M | Buy |
1,314,407
+783,101
| +147% | +$11.8M | 0.01% | 1493 |
|
|
2014
Q3 | $7.53M | Buy |
531,306
+46,659
| +10% | +$647K | ﹤0.01% | 2282 |
|
|
2014
Q2 | $6.65M | Sell |
484,647
-27,192
| -5% | -$354K | ﹤0.01% | 2407 |
|
|
2014
Q1 | $6.31M | Sell |
511,839
-314,655
| -38% | -$3.8M | ﹤0.01% | 2359 |
|
|
2013
Q4 | $10.6M | Buy |
826,494
+281,688
| +52% | +$3.62M | ﹤0.01% | 1892 |
|
|
2013
Q3 | $6.92M | Sell |
544,806
-954,993
| -64% | -$12M | ﹤0.01% | 2109 |
|
|
2013
Q2 | $18.2M | Buy |
+1,499,799
| New | +$18.9M | 0.01% | 1243 |
|
Other funds holding WRB
MSI
Morgan Stanley's WRB Position: Q2 2026 in Review
Morgan Stanley reduced its W.R. Berkley (WRB) stake by 21% in Q2 2026, selling an estimated $145M and leaving 8,252,790 shares worth $582M. The position accounts for 0.03% of the portfolio, ranked #509.
Morgan Stanley first reported a position in WRB in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.78B in Q4 2023. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.
- Morgan Stanley held 8,252,790 shares of W.R. Berkley worth $582M as of Q2 2026.
- Morgan Stanley sold 2,159,675 W.R. Berkley shares in Q2 2026, an estimated $145M.
- W.R. Berkley made up 0.03% of Morgan Stanley's portfolio in Q2 2026, its #509 holding.
- Morgan Stanley first reported a position in W.R. Berkley in Q2 2013 and has held it in 53 quarters since.
- Morgan Stanley's W.R. Berkley position peaked at $1.78B in Q4 2023.
- 948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.
Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.