Polar Capital Holdings’s W.R. Berkley WRB Stock Holding History

Polar Capital Holdings’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	$150M	Sell	2,130,000 -145,000	-6%	-$9.72M	0.35%	65
2026 Q1	$151M	Sell	2,275,000 -170,000	-7%	-$11.7M	0.54%	47
2025 Q4	$171M	Sell	2,445,000 -305,000	-11%	-$22.5M	0.66%	35
2025 Q3	$211M	Sell	2,750,000 -175,000	-6%	-$12.5M	1.01%	25
2025 Q2	$215M	Hold	2,925,000	–	–	1.12%	20
2025 Q1	$208M	Hold	2,925,000	–	–	1.27%	17
2024 Q4	$171M	Hold	2,925,000	–	–	0.96%	25
2024 Q3	$166M	Buy	2,925,000 +22,500	+0.8%	+$1.26M	0.79%	26
2024 Q2	$152M	Buy	2,902,500 +71,250	+3%	+$3.82M	0.9%	25
2024 Q1	$167M	Sell	2,831,250 -30,000	-1%	-$1.62M	0.88%	28
2023 Q4	$135M	Sell	2,861,250 -26,250	-0.9%	-$1.2M	0.83%	25
2023 Q3	$122M	Sell	2,887,500 -112,500	-4%	-$4.66M	0.91%	25
2023 Q2	$119M	Buy	3,000,000 +243,750	+9%	+$9.58M	0.6%	32
2023 Q1	$114M	Sell	2,756,250 -75,000	-3%	-$3.36M	0.74%	31
2022 Q4	$137M	Hold	2,831,250	–	–	1.09%	15
2022 Q3	$122K	Buy	2,831,250 +123,750	+5%	+$5.37M	0.78%	24
2022 Q2	$123K	Buy	2,707,500 +32,812	+1%	+$1.49M	0.72%	24
2022 Q1	$119K	Hold	2,674,688	–	–	0.54%	35
2021 Q4	$97.9K	Sell	2,674,688 -180,000	-6%	-$6.38M	0.37%	59
2021 Q3	$92.8K	Sell	2,854,688 -70,312	-2%	-$2.32M	0.38%	59
2021 Q2	$96.8K	Hold	2,925,000	–	–	0.42%	54
2021 Q1	$98M	Hold	2,925,000	–	–	0.61%	46
2020 Q4	$86.3M	Buy	+2,925,000	New	+$84.3M	0.52%	51

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

Polar Capital Holdings's WRB Position: Q2 2026 in Review

Polar Capital Holdings reduced its W.R. Berkley (WRB) stake by 6.4% in Q2 2026, selling an estimated $9.72M and leaving 2,130,000 shares worth $150M. The position accounts for 0.35% of the portfolio, ranked #65.

Polar Capital Holdings first reported a position in WRB in Q4 2020 and has held it in 23 quarters since. The position peaked at $215M in Q2 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Polar Capital Holdings held 2,130,000 shares of W.R. Berkley worth $150M as of Q2 2026.
Polar Capital Holdings sold 145,000 W.R. Berkley shares in Q2 2026, an estimated $9.72M.
W.R. Berkley made up 0.35% of Polar Capital Holdings's portfolio in Q2 2026, its #65 holding.
Polar Capital Holdings first reported a position in W.R. Berkley in Q4 2020 and has held it in 23 quarters since.
Polar Capital Holdings's W.R. Berkley position peaked at $215M in Q2 2025.
946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Polar Capital Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.