Sumitomo Mitsui DS 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
Q2 | $2.17M | Sell |
30,747
-5,451
| -15% | -$365K | 0.02% | 529 |
|
|
2026
Q1 | $2.4M | Sell |
36,198
-145
| -0.4% | -$9.99K | 0.02% | 478 |
|
|
2025
Q4 | $2.55M | Buy |
36,343
+897
| +3% | +$66.1K | 0.02% | 469 |
|
|
2025
Q3 | $2.72M | Sell |
35,446
-109
| -0.3% | -$7.76K | 0.02% | 444 |
|
|
2025
Q2 | $2.61M | Buy |
35,555
+862
| +2% | +$61.8K | 0.02% | 437 |
|
|
2025
Q1 | $2.47M | Buy |
34,693
+684
| +2% | +$41.9K | 0.03% | 439 |
|
|
2024
Q4 | $1.99M | Buy |
34,009
+787
| +2% | +$47.1K | 0.02% | 489 |
|
|
2024
Q3 | $1.88M | Buy |
33,222
+568
| +2% | +$31.9K | 0.02% | 494 |
|
|
2024
Q2 | $1.71M | Buy |
32,654
+593
| +2% | +$31.8K | 0.02% | 481 |
|
|
2024
Q1 | $1.89M | Buy |
32,061
+5,500
| +21% | +$297K | 0.02% | 460 |
|
|
2023
Q4 | $1.25M | Buy |
26,561
+740
| +3% | +$33.7K | 0.02% | 558 |
|
|
2023
Q3 | $1.09M | Sell |
25,821
-74
| -0.3% | -$3.07K | 0.02% | 539 |
|
|
2023
Q2 | $1.03M | Buy |
25,895
+108
| +0.4% | +$4.25K | 0.02% | 557 |
|
|
2023
Q1 | $1.07M | Buy |
25,787
+441
| +2% | +$19.7K | 0.02% | 534 |
|
|
2022
Q4 | $1.23M | Buy |
25,346
+215
| +0.9% | +$10.4K | 0.02% | 480 |
|
|
2022
Q3 | $1.08M | Buy |
25,131
+5,215
| +26% | +$226K | 0.02% | 475 |
|
|
2022
Q2 | $906K | Buy |
19,916
+146
| +0.7% | +$6.64K | 0.02% | 513 |
|
|
2022
Q1 | $878K | Sell |
19,770
-201
| -1% | -$8.02K | 0.02% | 549 |
|
|
2021
Q4 | $731K | Sell |
19,971
-1,625
| -8% | -$57.6K | 0.02% | 597 |
|
|
2021
Q3 | $702K | Sell |
21,596
-101
| -0.5% | -$3.33K | 0.02% | 590 |
|
|
2021
Q2 | $717K | Buy |
21,697
+41
| +0.2% | +$1.42K | 0.02% | 597 |
|
|
2021
Q1 | $725K | Buy |
21,656
+328
| +2% | +$10.1K | 0.02% | 562 |
|
|
2020
Q4 | $629K | Sell |
21,328
-6,970
| -25% | -$201K | 0.02% | 572 |
|
|
2020
Q3 | $769K | Sell |
28,298
-5,904
| -17% | -$162K | 0.02% | 481 |
|
|
2020
Q2 | $870K | Buy |
34,202
+117
| +0.3% | +$2.87K | 0.03% | 426 |
|
|
2020
Q1 | $790K | Buy |
34,085
+234
| +0.7% | +$6.97K | 0.03% | 391 |
|
|
2019
Q4 | $1.04M | Buy |
33,851
+4,965
| +17% | +$153K | 0.04% | 406 |
|
|
2019
Q3 | $927K | Buy |
28,886
+7,592
| +36% | +$237K | 0.03% | 411 |
|
|
2019
Q2 | $623K | Sell |
21,294
-5,011
| -19% | -$137K | 0.03% | 498 |
|
|
2019
Q1 | $660K | Buy |
26,305
+216
| +0.8% | +$5.09K | 0.01% | 615 |
|
|
2018
Q4 | $571K | Hold |
26,089
| – | – | 0.01% | 610 |
|
|
2018
Q3 | $617K | Buy |
26,089
+233
| +0.9% | +$5.29K | 0.01% | 649 |
|
|
2018
Q2 | $554K | Buy |
25,856
+51
| +0.2% | +$1.13K | 0.01% | 665 |
|
|
2018
Q1 | $555K | Buy |
25,805
+2,170
| +9% | +$45.3K | 0.01% | 670 |
|
|
2017
Q4 | $501K | Sell |
23,635
-550
| -2% | -$11.2K | 0.01% | 705 |
|
|
2017
Q3 | $478K | Hold |
24,185
| – | – | 0.01% | 668 |
|
|
2017
Q2 | $495K | Sell |
24,185
-2,393
| -9% | -$48.4K | 0.01% | 675 |
|
|
2017
Q1 | $556K | Buy |
26,578
+3,216
| +14% | +$66.2K | 0.01% | 647 |
|
|
2016
Q4 | $460K | Buy |
23,362
+274
| +1% | +$4.92K | 0.01% | 657 |
|
|
2016
Q3 | $395K | Hold |
23,088
| – | – | 0.01% | 664 |
|
|
2016
Q2 | $409K | Hold |
23,088
| – | – | 0.01% | 630 |
|
|
2016
Q1 | $384K | Buy |
23,088
+2,025
| +10% | +$31.1K | 0.01% | 643 |
|
|
2015
Q4 | $341K | Sell |
21,063
-3,423
| -14% | -$55.9K | 0.01% | 651 |
|
|
2015
Q3 | $394K | Buy |
24,486
+696
| +3% | +$11.4K | 0.01% | 635 |
|
|
2015
Q2 | $366K | Sell |
23,790
-4,320
| -15% | -$64.4K | 0.01% | 680 |
|
|
2015
Q1 | $420K | Sell |
28,110
-2,022
| -7% | -$30.1K | 0.01% | 646 |
|
|
2014
Q4 | $457K | Sell |
30,132
-827
| -3% | -$12.4K | 0.01% | 649 |
|
|
2014
Q3 | $438K | Sell |
30,959
-47
| -0.2% | -$652 | 0.01% | 673 |
|
|
2014
Q2 | $425K | Sell |
31,006
-8,745
| -22% | -$114K | 0.01% | 695 |
|
|
2014
Q1 | $490K | Sell |
39,751
-803
| -2% | -$9.7K | 0.01% | 692 |
|
|
2013
Q4 | $521K | Sell |
40,554
-9,264
| -19% | -$119K | 0.02% | 684 |
|
|
2013
Q3 | $632K | Hold |
49,818
| – | – | 0.02% | 630 |
|
|
2013
Q2 | $603K | Buy |
+49,818
| New | +$627K | 0.02% | 625 |
|
Other funds holding WRB
MSI
Sumitomo Mitsui DS Asset Management's WRB Position: Q2 2026 in Review
Sumitomo Mitsui DS Asset Management reduced its W.R. Berkley (WRB) stake by 15% in Q2 2026, selling an estimated $365K and leaving 30,747 shares worth $2.17M. The position accounts for 0.02% of the portfolio, ranked #529.
Sumitomo Mitsui DS Asset Management first reported a position in WRB in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.72M in Q3 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.
- Sumitomo Mitsui DS Asset Management held 30,747 shares of W.R. Berkley worth $2.17M as of Q2 2026.
- Sumitomo Mitsui DS Asset Management sold 5,451 W.R. Berkley shares in Q2 2026, an estimated $365K.
- W.R. Berkley made up 0.02% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #529 holding.
- Sumitomo Mitsui DS Asset Management first reported a position in W.R. Berkley in Q2 2013 and has held it in 53 quarters since.
- Sumitomo Mitsui DS Asset Management's W.R. Berkley position peaked at $2.72M in Q3 2025.
- 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.
Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.