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
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	+$675K	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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Ray Dalio's WRB Position: Q2 2025 in Review

Ray Dalio sold out of W.R. Berkley (WRB) in Q2 2025, closing a stake of 11,459 shares — an estimated $815K sold.

Ray Dalio first reported a position in WRB in Q1 2018 and held it in 10 quarters. The position peaked at $4.33M in Q4 2022. 920 funds tracked by Wall St. Rank hold WRB as of Q2 2025.

Ray Dalio reported no remaining W.R. Berkley position as of Q2 2025 after selling out during the quarter.
Ray Dalio sold 11,459 W.R. Berkley shares in Q2 2025, an estimated $815K.
Ray Dalio first reported a position in W.R. Berkley in Q1 2018 and held it in 10 quarters.
Ray Dalio's W.R. Berkley position peaked at $4.33M in Q4 2022.
920 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2025.

Based on Bridgewater Associates's 13F filing for Q2 2025, filed 13 Aug 2025.