Speece Thorson Capital Group’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.74M | Sell |
131,854
-13,008
| -9% | -$896K | 1.99% | 29 |
|
|
2025
Q4 | $10.2M | Sell |
144,862
-8,307
| -5% | -$612K | 2.2% | 29 |
|
|
2025
Q3 | $11.7M | Sell |
153,169
-1,751
| -1% | -$125K | 2.34% | 25 |
|
|
2025
Q2 | $11.4M | Sell |
154,920
-70,231
| -31% | -$5.03M | 2.32% | 27 |
|
|
2025
Q1 | $16M | Sell |
225,151
-3,608
| -2% | -$221K | 3.3% | 6 |
|
|
2024
Q4 | $13.4M | Sell |
228,759
-1,465
| -0.6% | -$87.7K | 2.64% | 21 |
|
|
2024
Q3 | $13.1M | Sell |
230,224
-116,243
| -34% | -$6.53M | 2.41% | 21 |
|
|
2024
Q2 | $12.1M | Buy |
346,467
+110,929
| +47% | +$5.94M | 2.47% | 23 |
|
|
2024
Q1 | $13.9M | Sell |
235,538
-59,730
| -20% | -$3.23M | 2.68% | 18 |
|
|
2023
Q4 | $13.9M | Buy |
295,268
+1,352
| +0.5% | +$61.6K | 2.85% | 15 |
|
|
2023
Q3 | $12.4M | Sell |
293,916
-483
| -0.2% | -$20K | 2.74% | 17 |
|
|
2023
Q2 | $11.7M | Buy |
294,399
+66,438
| +29% | +$2.61M | 2.39% | 23 |
|
|
2023
Q1 | $9.46M | Buy |
227,961
+114,226
| +100% | +$5.11M | 1.99% | 32 |
|
|
2022
Q4 | $5.5M | Hold |
113,735
| – | – | 1.18% | 36 |
|
|
2022
Q3 | $4.9M | Buy |
113,735
+3,101
| +3% | +$135K | 1.12% | 36 |
|
|
2022
Q2 | $5.04M | Sell |
110,634
-44,334
| -29% | -$2.02M | 1.19% | 36 |
|
|
2022
Q1 | $6.88M | Sell |
154,968
-19,412
| -11% | -$774K | 1.47% | 36 |
|
|
2021
Q4 | $6.38M | Buy |
174,380
+626
| +0.4% | +$22.2K | 1.22% | 34 |
|
|
2021
Q3 | $5.65M | Sell |
173,754
-101
| -0.1% | -$3.33K | 1.18% | 34 |
|
|
2021
Q2 | $5.75M | Sell |
173,855
-853
| -0.5% | -$29.5K | 1.2% | 35 |
|
|
2021
Q1 | $5.85M | Sell |
174,708
-990
| -0.6% | -$30.5K | 1.23% | 34 |
|
|
2020
Q4 | $5.19M | Sell |
175,698
-2,603
| -1% | -$75.1K | 1.23% | 32 |
|
|
2020
Q3 | $4.85M | Buy |
178,301
+852
| +0.5% | +$23.4K | 1.28% | 28 |
|
|
2020
Q2 | $4.52M | Sell |
177,449
-2,056
| -1% | -$50.4K | 1.3% | 28 |
|
|
2020
Q1 | $4.16M | Sell |
179,505
-2,741
| -2% | -$81.6K | 1.43% | 30 |
|
|
2019
Q4 | $5.6M | Sell |
182,246
-1,372
| -0.7% | -$42.4K | 1.45% | 33 |
|
|
2019
Q3 | $5.89M | Sell |
183,618
-4,712
| -3% | -$147K | 1.58% | 32 |
|
|
2019
Q2 | $5.52M | Sell |
188,330
-323,415
| -63% | -$8.85M | 1.47% | 33 |
|
|
2019
Q1 | $8.56M | Buy |
511,745
+158,204
| +45% | +$3.73M | 2.36% | 20 |
|
|
2018
Q4 | $7.74M | Sell |
353,541
-41,958
| -11% | -$943K | 2.32% | 19 |
|
|
2018
Q3 | $9.37M | Sell |
395,499
-63,734
| -14% | -$1.45M | 2.17% | 28 |
|
|
2018
Q2 | $9.85M | Sell |
459,233
-11,347
| -2% | -$252K | 2.08% | 24 |
|
|
2018
Q1 | $10.1M | Sell |
470,580
-30,111
| -6% | -$628K | 2.15% | 23 |
|
|
2017
Q4 | $10.6M | Sell |
500,691
-3,328
| -0.7% | -$68K | 2.11% | 25 |
|
|
2017
Q3 | $9.97M | Buy |
504,019
+5,278
| +1% | +$106K | 2.08% | 26 |
|
|
2017
Q2 | $10.2M | Buy |
498,741
+2,481
| +0.5% | +$50.2K | 2.13% | 26 |
|
|
2017
Q1 | $10.4M | Buy |
496,260
+13,412
| +3% | +$276K | 2.2% | 24 |
|
|
2016
Q4 | $9.52M | Sell |
482,848
-51,205
| -10% | -$919K | 2.13% | 27 |
|
|
2016
Q3 | $9.14M | Buy |
534,053
+4,991
| +0.9% | +$86.3K | 1.96% | 26 |
|
|
2016
Q2 | $9.39M | Buy |
529,062
+7,078
| +1% | +$118K | 2.04% | 26 |
|
|
2016
Q1 | $8.69M | Buy |
521,984
+7,421
| +1% | +$114K | 1.95% | 27 |
|
|
2015
Q4 | $8.35M | Buy |
514,563
+2,842
| +0.6% | +$46.4K | 2.03% | 26 |
|
|
2015
Q3 | $8.24M | Sell |
511,721
-1,485
| -0.3% | -$24.3K | 2.05% | 25 |
|
|
2015
Q2 | $7.9M | Sell |
513,206
-3,949
| -0.8% | -$58.8K | 1.9% | 28 |
|
|
2015
Q1 | $7.74M | Buy |
517,155
+5,873
| +1% | +$87.3K | 1.82% | 30 |
|
|
2014
Q4 | $7.76M | Sell |
511,282
-13,838
| -3% | -$208K | 1.89% | 28 |
|
|
2014
Q3 | $7.44M | Buy |
525,120
+17,483
| +3% | +$243K | 1.9% | 28 |
|
|
2014
Q2 | $6.97M | Sell |
507,637
-4,084
| -0.8% | -$53.1K | 1.77% | 30 |
|
|
2014
Q1 | $6.31M | Sell |
511,721
-1,181
| -0.2% | -$14.3K | 1.66% | 32 |
|
|
2013
Q4 | $6.59M | Sell |
512,902
-7,402
| -1% | -$95K | 1.75% | 32 |
|
|
2013
Q3 | $6.61M | Sell |
520,304
-6,682
| -1% | -$83.8K | 1.83% | 30 |
|
|
2013
Q2 | $6.38M | Buy |
+526,986
| New | +$6.63M | 1.86% | 28 |
|
Other funds holding WRB
MSI
VCM
VPM
Speece Thorson Capital Group's WRB Position: Q1 2026 in Review
Speece Thorson Capital Group reduced its W.R. Berkley (WRB) stake by 9% in Q1 2026, selling an estimated $896K and leaving 131,854 shares worth $8.74M. The position accounts for 1.99% of the portfolio, ranked #29.
Speece Thorson Capital Group first reported a position in WRB in Q2 2013 and has held it in 52 quarters since. The position peaked at $16M in Q1 2025. 920 funds tracked by Wall St. Rank hold WRB as of Q1 2026.
- Speece Thorson Capital Group held 131,854 shares of W.R. Berkley worth $8.74M as of Q1 2026.
- Speece Thorson Capital Group sold 13,008 W.R. Berkley shares in Q1 2026, an estimated $896K.
- W.R. Berkley made up 1.99% of Speece Thorson Capital Group's portfolio in Q1 2026, its #29 holding.
- Speece Thorson Capital Group first reported a position in W.R. Berkley in Q2 2013 and has held it in 52 quarters since.
- Speece Thorson Capital Group's W.R. Berkley position peaked at $16M in Q1 2025.
- 920 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.
Based on Speece Thorson Capital Group's 13F filing for Q1 2026, filed 29 Apr 2026.