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

Oxford 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	–	Sell	-8,310	Closed	-$551K	–	661
2026 Q1	$551K	Buy	+8,310	New	+$572K	0.22%	139
2025 Q2	–	Sell	-2,925	Closed	-$208K	–	792
2025 Q1	$208K	Buy	+2,925	New	+$179K	0.1%	348
2020 Q1	–	Sell	-42,820	Closed	-$1.31M	–	1327
2019 Q4	$1.31M	Sell	42,820 -5,746	-12%	-$177K	0.04%	685
2019 Q3	$1.56M	Buy	+48,566	New	+$1.52M	0.04%	694

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Oxford Asset Management sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 8,310 shares — an estimated $551K sold.

Oxford Asset Management first reported a position in WRB in Q3 2019 and held it in 4 quarters. The position peaked at $1.56M in Q3 2019. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Oxford Asset Management reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
Oxford Asset Management sold 8,310 W.R. Berkley shares in Q2 2026, an estimated $551K.
Oxford Asset Management first reported a position in W.R. Berkley in Q3 2019 and held it in 4 quarters.
Oxford Asset Management's W.R. Berkley position peaked at $1.56M in Q3 2019.
946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Oxford Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.