Ray Dalio’s W.R. Berkley WRB Stock Holding History

Ray Dalio’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	$952K	Buy	+13,499	New	+$905K	﹤0.01%	846
2025 Q2	–	Sell	-11,459	Closed	-$815K	–	738
2025 Q1	$815K	Buy	+11,459	New	+$702K	﹤0.01%	533
2024 Q3	–	Sell	-7,955	Closed	-$417K	–	942
2024 Q2	$417K	Buy	+7,955	New	+$426K	﹤0.01%	773
2023 Q1	–	Sell	-89,570	Closed	-$4.33M	–	916
2022 Q4	$4.33M	Buy	89,570 +24,732	+38%	+$1.19M	0.02%	393
2022 Q3	$2.79M	Sell	64,838 -12,771	-16%	-$554K	0.01%	491
2022 Q2	$3.53M	Buy	77,609 +6,846	+10%	+$311K	0.02%	580
2022 Q1	$3.14M	Buy	70,763 +34,500	+95%	+$1.38M	0.01%	578
2021 Q4	$1.33M	Buy	+36,263	New	+$1.29M	0.01%	522
2020 Q3	–	Sell	-14,731	Closed	-$375K	–	508
2020 Q2	$375K	Sell	14,731 -7,915	-35%	-$194K	0.01%	300
2020 Q1	$525K	Buy	+22,646	New	+$674K	0.01%	281
2018 Q2	–	Sell	-11,860	Closed	-$255K	–	537
2018 Q1	$255K	Buy	+11,860	New	+$247K	﹤0.01%	446

Other funds holding WRB

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

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

Ray Dalio's WRB Position: Q2 2026 in Review

Ray Dalio opened a new position in W.R. Berkley (WRB) in Q2 2026: 13,499 shares worth $952K. The stake represents ﹤0.01% of the portfolio and ranks #846 among its holdings. This is a return to the name: Ray Dalio previously reported a position in WRB as recently as Q1 2025.

Ray Dalio first reported a position in WRB in Q1 2018 and has held it in 11 quarters since. The position peaked at $4.33M in Q4 2022. 954 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Ray Dalio held 13,499 shares of W.R. Berkley worth $952K as of Q2 2026.
W.R. Berkley was a new Ray Dalio position in Q2 2026.
W.R. Berkley made up ﹤0.01% of Ray Dalio's portfolio in Q2 2026, its #846 holding.
Ray Dalio first reported a position in W.R. Berkley in Q1 2018 and has held it in 11 quarters since.
Ray Dalio's W.R. Berkley position peaked at $4.33M in Q4 2022.
954 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.