Stansberry Asset Management’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
$12.8M Sell
193,328
-107,815
-36% -$7.43M 1.32% 25
2025
Q4
$21.1M Sell
301,143
-11,062
-4% -$815K 2.14% 13
2025
Q3
$23.9M Sell
312,205
-24,017
-7% -$1.71M 2.5% 7
2025
Q2
$24.7M Sell
336,222
-89,917
-21% -$6.44M 2.7% 4
2025
Q1
$30.3M Buy
426,139
+13,336
+3% +$817K 3.64% 2
2024
Q4
$24.2M Buy
412,803
+594
+0.1% +$35.6K 3.14% 4
2024
Q3
$23.4M Buy
412,209
+823
+0.2% +$46.2K 2.92% 4
2024
Q2
$21.6M Buy
411,386
+14,939
+4% +$800K 2.83% 4
2024
Q1
$23.4M Buy
396,447
+41,428
+12% +$2.24M 3.15% 3
2023
Q4
$16.7M Buy
355,019
+6,492
+2% +$296K 2.78% 7
2023
Q3
$14.8M Buy
348,527
+13,899
+4% +$576K 2.58% 9
2023
Q2
$13.3M Buy
334,628
+207,245
+163% +$8.15M 2.43% 11
2023
Q1
$5.29M Buy
127,383
+26,656
+26% +$1.19M 1.02% 36
2022
Q4
$4.87M Buy
100,727
+4,383
+5% +$211K 1.01% 32
2022
Q3
$4.15M Sell
96,344
-39,061
-29% -$1.7M 0.9% 38
2022
Q2
$6.16M Sell
135,405
-87,141
-39% -$3.96M 1.31% 28
2022
Q1
$9.88M Buy
222,546
+19,794
+10% +$789K 1.6% 20
2021
Q4
$7.42M Buy
202,752
+33,844
+20% +$1.2M 1.19% 27
2021
Q3
$5.49M Buy
168,908
+7,205
+4% +$238K 1.1% 31
2021
Q2
$5.35M Buy
161,703
+9,076
+6% +$314K 1.29% 26
2021
Q1
$5.11M Buy
152,627
+1,755
+1% +$54.1K 1.35% 24
2020
Q4
$4.45M Buy
150,872
+7,531
+5% +$217K 1.25% 25
2020
Q3
$3.9M Sell
143,341
-4,039
-3% -$111K 1.33% 22
2020
Q2
$3.75M Buy
147,380
+138,024
+1,475% +$3.39M 1.61% 20
2020
Q1
$217K Sell
9,356
-224,676
-96% -$6.69M 0.11% 34
2019
Q4
$7.19M Buy
234,032
+30,909
+15% +$954K 2.93% 15
2019
Q3
$6.52M Buy
203,123
+14,123
+7% +$441K 2.88% 12
2019
Q2
$5.54M Sell
189,000
-11,887
-6% -$325K 2.18% 17
2019
Q1
$5.04M Sell
200,887
-19,686
-9% -$464K 1.73% 20
2018
Q4
$4.83M Sell
220,573
-14,941
-6% -$336K 1.52% 12
2018
Q3
$5.58M Sell
235,514
-2,569
-1% -$58.3K 1.56% 24
2018
Q2
$5.11M Buy
238,083
+27,912
+13% +$621K 1.69% 21
2018
Q1
$4.53M Buy
210,171
+83,308
+66% +$1.74M 2.22% 15
2017
Q4
$2.69M Buy
+126,863
New +$2.59M 1.16% 27

Other funds holding WRB

Stansberry Asset Management's WRB Position: Q1 2026 in Review

Stansberry Asset Management reduced its W.R. Berkley (WRB) stake by 36% in Q1 2026, selling an estimated $7.43M and leaving 193,328 shares worth $12.8M. The position accounts for 1.32% of the portfolio, ranked #25.

Stansberry Asset Management first reported a position in WRB in Q4 2017 and has held it in 34 quarters since. The position peaked at $30.3M in Q1 2025. 920 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Stansberry Asset Management held 193,328 shares of W.R. Berkley worth $12.8M as of Q1 2026.
  • Stansberry Asset Management sold 107,815 W.R. Berkley shares in Q1 2026, an estimated $7.43M.
  • W.R. Berkley made up 1.32% of Stansberry Asset Management's portfolio in Q1 2026, its #25 holding.
  • Stansberry Asset Management first reported a position in W.R. Berkley in Q4 2017 and has held it in 34 quarters since.
  • Stansberry Asset Management's W.R. Berkley position peaked at $30.3M in Q1 2025.
  • 920 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Stansberry Asset Management's 13F filing for Q1 2026, filed 15 May 2026.