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Royce & Associates’s W.R. Berkley WRB Stock Holding History

Royce & Associates’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
-182,740
Closed -$12.8M – 813
2025
Q4 		$12.8M Sell
182,740
-30,842
-14% -$2.27M 0.13% 239
2025
Q3 		$16.4M Sell
213,582
-4,100
-2% -$292K 0.16% 193
2025
Q2 		$16M Sell
217,682
-44,400
-17% -$3.18M 0.16% 187
2025
Q1 		$18.6M Hold
262,082
– – 0.2% 151
2024
Q4 		$15.3M Hold
262,082
– – 0.14% 210
2024
Q3 		$14.9M Sell
262,082
-24,501
-9% -$1.38M 0.14% 216
2024
Q2 		$15M Sell
286,583
-24,000
-8% -$1.29M 0.14% 209
2024
Q1 		$18.3M Buy
310,583
+78,204
+34% +$4.23M 0.16% 181
2023
Q4 		$11M Buy
+232,379
New +$10.6M 0.1% 285
2019
Q3 		– Sell
-68,546
Closed -$2.01M – 1183
2019
Q2 		$2.01M Hold
68,546
– – 0.02% 724
2019
Q1 		$1.72M Hold
68,546
– – 0.01% 776
2018
Q4 		$1.5M Buy
68,546
+7,762
+13% +$174K 0.01% 800
2018
Q3 		$1.44M Buy
+60,784
New +$1.38M 0.01% 875
2015
Q1 		– Sell
-115,921
Closed -$1.76M – 1300
2014
Q4 		$1.76M Buy
115,921
+17,212
+17% +$259K 0.01% 994
2014
Q3 		$1.4M Buy
98,709
+56,366
+133% +$782K ﹤0.01% 1070
2014
Q2 		$581K Buy
+42,343
New +$550K ﹤0.01% 1211
2013
Q4 		– Sell
-8,505
Closed -$108K – 1483
2013
Q3 		$108K Sell
8,505
-11,813
-58% -$148K ﹤0.01% 1345
2013
Q2 		$246K Buy
+20,318
New +$256K ﹤0.01% 1280

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Royce & Associates's WRB Position: Q1 2026 in Review

Royce & Associates sold out of W.R. Berkley (WRB) in Q1 2026, closing a stake of 182,740 shares — an estimated $12.8M sold.

Royce & Associates first reported a position in WRB in Q2 2013 and held it in 18 quarters. The position peaked at $18.6M in Q1 2025. 925 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Royce & Associates reported no remaining W.R. Berkley position as of Q1 2026 after selling out during the quarter.
  • Royce & Associates sold 182,740 W.R. Berkley shares in Q1 2026, an estimated $12.8M.
  • Royce & Associates first reported a position in W.R. Berkley in Q2 2013 and held it in 18 quarters.
  • Royce & Associates's W.R. Berkley position peaked at $18.6M in Q1 2025.
  • 925 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Royce & Associates's 13F filing for Q1 2026, filed 12 May 2026.