SS
WRB icon

Steve Schonfeld’s W.R. Berkley WRB Stock Holding History

Steve Schonfeld’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 		$654K Sell
9,278
-59,365
-86% -$3.98M ﹤0.01% 1706
2026
Q1 		$4.55M Buy
+68,643
New +$4.73M 0.03% 518
2025
Q4 		– Sell
-18,159
Closed -$1.39M – 2653
2025
Q3 		$1.39M Buy
+18,159
New +$1.29M 0.01% 1218
2025
Q2 		– Sell
-8,084
Closed -$575K – 2604
2025
Q1 		$575K Sell
8,084
-3,548
-31% -$217K ﹤0.01% 1525
2024
Q4 		$681K Sell
11,632
-90,850
-89% -$5.44M ﹤0.01% 1284
2024
Q3 		$5.81M Buy
102,482
+94,592
+1,199% +$5.31M 0.04% 494
2024
Q2 		$413K Sell
7,890
-150,096
-95% -$8.04M ﹤0.01% 1573
2024
Q1 		$9.31M Buy
+157,986
New +$8.55M 0.06% 404
2023
Q4 		– Sell
-30,512
Closed -$1.29M – 2268
2023
Q3 		$1.29M Sell
30,512
-158,040
-84% -$6.55M 0.01% 938
2023
Q2 		$7.49M Sell
188,552
-92,491
-33% -$3.64M 0.06% 412
2023
Q1 		$11.7M Buy
+281,043
New +$12.6M 0.11% 248
2021
Q3 		– Sell
-688,228
Closed -$22.8M – 2508
2021
Q2 		$22.8M Buy
688,228
+367,828
+115% +$12.7M 0.24% 106
2021
Q1 		$10.7M Buy
320,400
+117,931
+58% +$3.64M 0.13% 211
2020
Q4 		$5.98M Buy
202,469
+189,680
+1,483% +$5.47M 0.08% 353
2020
Q3 		$348K Sell
12,789
-1,154
-8% -$31.6K 0.01% 1045
2020
Q2 		$355K Sell
13,943
-79,898
-85% -$1.96M 0.01% 931
2020
Q1 		$2.18M Buy
93,841
+66,143
+239% +$1.97M 0.14% 176
2019
Q4 		$850K Sell
27,698
-10,449
-27% -$323K 0.02% 556
2019
Q3 		$1.22M Buy
+38,147
New +$1.19M 0.04% 423
2019
Q2 		– Sell
-83,363
Closed -$2.09M – 1276
2019
Q1 		$2.09M Buy
+83,363
New +$1.96M 0.07% 316
2017
Q4 		– Sell
-15,377
Closed -$304K – 898
2017
Q3 		$304K Buy
+15,377
New +$308K 0.03% 447

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Steve Schonfeld's WRB Position: Q2 2026 in Review

Steve Schonfeld reduced its W.R. Berkley (WRB) stake by 86% in Q2 2026, selling an estimated $3.98M and leaving 9,278 shares worth $654K. The position accounts for ﹤0.01% of the portfolio, ranked #1706.

Steve Schonfeld first reported a position in WRB in Q3 2017 and has held it in 21 quarters since. The position peaked at $22.8M in Q2 2021. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Steve Schonfeld held 9,278 shares of W.R. Berkley worth $654K as of Q2 2026.
  • Steve Schonfeld sold 59,365 W.R. Berkley shares in Q2 2026, an estimated $3.98M.
  • W.R. Berkley made up ﹤0.01% of Steve Schonfeld's portfolio in Q2 2026, its #1706 holding.
  • Steve Schonfeld first reported a position in W.R. Berkley in Q3 2017 and has held it in 21 quarters since.
  • Steve Schonfeld's W.R. Berkley position peaked at $22.8M in Q2 2021.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.