Principal Financial Group
WRB icon

Principal Financial Group’s W.R. Berkley WRB Stock Holding History

Principal Financial Group’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 		$127M Sell
1,918,380
-789,472
-29% -$54.4M 0.07% 245
2025
Q4 		$190M Sell
2,707,852
-2,533,657
-48% -$187M 0.1% 192
2025
Q3 		$402M Buy
5,241,509
+242,546
+5% +$17.3M 0.2% 99
2025
Q2 		$367M Sell
4,998,963
-23,076
-0.5% -$1.65M 0.19% 106
2025
Q1 		$357M Buy
5,022,039
+900,071
+22% +$55.2M 0.2% 112
2024
Q4 		$241M Buy
4,121,968
+447,797
+12% +$26.8M 0.13% 148
2024
Q3 		$208M Buy
3,674,171
+1,903,551
+108% +$107M 0.11% 168
2024
Q2 		$92.8M Buy
1,770,620
+803,207
+83% +$43M 0.06% 279
2024
Q1 		$57M Buy
967,413
+33,091
+4% +$1.79M 0.03% 440
2023
Q4 		$44.1M Buy
934,322
+568,844
+156% +$25.9M 0.03% 486
2023
Q3 		$15.5M Buy
365,478
+14,688
+4% +$608K 0.01% 965
2023
Q2 		$13.9M Sell
350,790
-23,993
-6% -$943K 0.01% 1069
2023
Q1 		$15.6M Buy
374,783
+6,179
+2% +$276K 0.01% 1012
2022
Q4 		$17.8M Sell
368,604
-13,260
-3% -$640K 0.01% 895
2022
Q3 		$16.4M Sell
381,864
-13,838
-3% -$601K 0.01% 904
2022
Q2 		$18M Sell
395,702
-47,562
-11% -$2.16M 0.01% 905
2022
Q1 		$19.7M Buy
443,264
+57,963
+15% +$2.31M 0.01% 917
2021
Q4 		$14.1M Sell
385,301
-14,614
-4% -$518K 0.01% 1198
2021
Q3 		$13M Buy
399,915
+8,793
+2% +$290K 0.01% 1264
2021
Q2 		$12.9M Buy
391,122
+8,768
+2% +$304K 0.01% 1294
2021
Q1 		$12.8M Sell
382,354
-31,579
-8% -$974K 0.01% 1252
2020
Q4 		$12.2M Sell
413,933
-31,119
-7% -$897K 0.01% 1110
2020
Q3 		$12.1M Sell
445,052
-27,869
-6% -$764K 0.01% 950
2020
Q2 		$12M Buy
472,921
+3,674
+0.8% +$90.1K 0.01% 947
2020
Q1 		$10.9M Sell
469,247
-4,630
-1% -$138K 0.01% 859
2019
Q4 		$14.6M Sell
473,877
-943,227
-67% -$29.1M 0.01% 1028
2019
Q3 		$45.5M Sell
1,417,104
-14,204
-1% -$444K 0.04% 417
2019
Q2 		$41.9M Buy
1,431,308
+1,125
+0.1% +$30.8K 0.04% 439
2019
Q1 		$35.9M Buy
1,430,183
+7,415
+0.5% +$175K 0.03% 482
2018
Q4 		$31.2M Sell
1,422,768
-18,873
-1% -$424K 0.03% 499
2018
Q3 		$34.1M Buy
1,441,641
+17,587
+1% +$399K 0.03% 548
2018
Q2 		$30.6M Buy
1,424,054
+18,282
+1% +$407K 0.03% 566
2018
Q1 		$30.3M Buy
1,405,772
+6,905
+0.5% +$144K 0.03% 568
2017
Q4 		$29.7M Buy
1,398,867
+20,517
+1% +$419K 0.03% 602
2017
Q3 		$27.3M Sell
1,378,350
-7,371
-0.5% -$148K 0.03% 604
2017
Q2 		$28.4M Buy
1,385,721
+26,264
+2% +$532K 0.03% 591
2017
Q1 		$28.4M Buy
1,359,457
+62,012
+5% +$1.28M 0.03% 530
2016
Q4 		$25.6M Sell
1,297,445
-15,940
-1% -$286K 0.03% 568
2016
Q3 		$22.5M Buy
1,313,385
+78,705
+6% +$1.36M 0.03% 588
2016
Q2 		$21.9M Buy
1,234,680
+139,779
+13% +$2.33M 0.03% 565
2016
Q1 		$18.2M Buy
1,094,901
+17,226
+2% +$265K 0.03% 631
2015
Q4 		$17.5M Buy
1,077,675
+53,514
+5% +$874K 0.03% 629
2015
Q3 		$16.5M Buy
1,024,161
+22,768
+2% +$373K 0.03% 630
2015
Q2 		$15.4M Buy
1,001,393
+4,269
+0.4% +$63.6K 0.02% 708
2015
Q1 		$14.9M Buy
997,124
+42,428
+4% +$631K 0.02% 693
2014
Q4 		$14.5M Buy
954,696
+16,368
+2% +$246K 0.02% 712
2014
Q3 		$13.3M Buy
938,328
+25,576
+3% +$355K 0.02% 718
2014
Q2 		$12.5M Buy
912,752
+1,742
+0.2% +$22.6K 0.02% 783
2014
Q1 		$11.2M Buy
911,010
+8,208
+0.9% +$99.2K 0.02% 848
2013
Q4 		$11.6M Buy
902,802
+6,250
+0.7% +$80.2K 0.02% 782
2013
Q3 		$11.4M Sell
896,552
-1,893
-0.2% -$23.7K 0.02% 743
2013
Q2 		$10.9M Buy
+898,445
New +$11.3M 0.02% 712

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Principal Financial Group's WRB Position: Q1 2026 in Review

Principal Financial Group reduced its W.R. Berkley (WRB) stake by 29% in Q1 2026, selling an estimated $54.4M and leaving 1,918,380 shares worth $127M. The position accounts for 0.07% of the portfolio, ranked #245.

Principal Financial Group first reported a position in WRB in Q2 2013 and has held it in 52 quarters since. The position peaked at $402M in Q3 2025. 920 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Principal Financial Group held 1,918,380 shares of W.R. Berkley worth $127M as of Q1 2026.
  • Principal Financial Group sold 789,472 W.R. Berkley shares in Q1 2026, an estimated $54.4M.
  • W.R. Berkley made up 0.07% of Principal Financial Group's portfolio in Q1 2026, its #245 holding.
  • Principal Financial Group first reported a position in W.R. Berkley in Q2 2013 and has held it in 52 quarters since.
  • Principal Financial Group's W.R. Berkley position peaked at $402M in Q3 2025.
  • 920 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.