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

Picton Mahoney 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 Q1	–	Sell	-5,312	Closed	-$372K	–	1431
2025 Q4	$372K	Buy	+5,312	New	+$391K	﹤0.01%	709
2025 Q2	–	Sell	-17,518	Closed	-$1.25M	–	1191
2025 Q1	$1.25M	Buy	+17,518	New	+$1.07M	0.02%	293
2024 Q1	–	Sell	-134,190	Closed	-$6.33M	–	474
2023 Q4	$6.33M	Sell	134,190 -57,786	-30%	-$2.63M	0.17%	121
2023 Q3	$8.13M	Buy	+191,976	New	+$7.95M	0.24%	101
2022 Q3	–	Sell	-169,755	Closed	-$7.73M	–	789
2022 Q2	$7.73M	Sell	169,755 -33,158	-16%	-$1.51M	0.29%	76
2022 Q1	$9.01M	Buy	+202,913	New	+$8.09M	0.32%	70
2021 Q3	–	Sell	-62,730	Closed	-$2.08M	–	956
2021 Q2	$2.08M	Sell	62,730 -342,347	-85%	-$11.9M	0.06%	300
2021 Q1	$13.6M	Sell	405,077 -46,523	-10%	-$1.43M	0.65%	38
2020 Q4	$13.3M	Buy	+451,600	New	+$13M	0.63%	42

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Picton Mahoney Asset Management's WRB Position: Q1 2026 in Review

Picton Mahoney Asset Management sold out of W.R. Berkley (WRB) in Q1 2026, closing a stake of 5,312 shares — an estimated $372K sold.

Picton Mahoney Asset Management first reported a position in WRB in Q4 2020 and held it in 9 quarters. The position peaked at $13.6M in Q1 2021. 926 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

Picton Mahoney Asset Management reported no remaining W.R. Berkley position as of Q1 2026 after selling out during the quarter.
Picton Mahoney Asset Management sold 5,312 W.R. Berkley shares in Q1 2026, an estimated $372K.
Picton Mahoney Asset Management first reported a position in W.R. Berkley in Q4 2020 and held it in 9 quarters.
Picton Mahoney Asset Management's W.R. Berkley position peaked at $13.6M in Q1 2021.
926 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.