Susquehanna Fundamental Investments’s W.R. Berkley WRB Stock Holding History

Susquehanna Fundamental Investments’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	$25.3M	Buy	358,749 +178,050	+99%	+$11.9M	0.48%	56
2026 Q1	$12M	Buy	180,699 +131,258	+265%	+$9.04M	0.45%	58
2025 Q4	$3.47M	Buy	49,441 +7,640	+18%	+$563K	0.12%	183
2025 Q3	$3.2M	Sell	41,801 -50,884	-55%	-$3.62M	0.13%	183
2025 Q2	$6.81M	Sell	92,685 -82,384	-47%	-$5.9M	0.18%	161
2025 Q1	$12.5M	Sell	175,069 -75,749	-30%	-$4.64M	0.17%	142
2024 Q4	$14.7M	Buy	+250,818	New	+$15M	0.21%	116
2024 Q2	$10.3M	Buy	+196,605	New	+$10.5M	0.24%	121
2023 Q1	–	Sell	-116,027	Closed	-$5.61M	–	1121
2022 Q4	$5.61M	Sell	116,027 -52,470	-31%	-$2.53M	0.1%	269
2022 Q3	$7.25M	Buy	+168,497	New	+$7.32M	0.12%	232
2022 Q1	$11.3M	Buy	254,841 +52,804	+26%	+$2.11M	0.22%	108
2021 Q4	$7.4M	Sell	202,037 -110	-0.1%	-$3.9K	0.19%	129
2021 Q3	$6.58M	Sell	202,147 -21,388	-10%	-$705K	0.12%	223
2021 Q2	$7.39M	Buy	223,535 +12,476	+6%	+$432K	0.14%	204
2021 Q1	$7.07M	Sell	211,059 -83,482	-28%	-$2.57M	0.12%	231
2020 Q4	$8.7M	Buy	294,541 +69,156	+31%	+$1.99M	0.16%	172
2020 Q3	$6.13M	Buy	225,385 +176,785	+364%	+$4.85M	0.18%	139
2020 Q2	$1.24M	Buy	+48,600	New	+$1.19M	0.06%	398
2020 Q1	–	Sell	-22,950	Closed	-$705K	–	421
2019 Q4	$705K	Hold	22,950	–	–	0.09%	206
2019 Q3	$737K	Hold	22,950	–	–	0.09%	220
2019 Q2	$672K	Hold	22,950	–	–	0.08%	228
2019 Q1	$576K	Buy	+22,950	New	+$541K	0.07%	264
2018 Q4	–	Sell	-35,890	Closed	-$850K	–	402
2018 Q3	$850K	Hold	35,890	–	–	0.14%	189
2018 Q2	$770K	Buy	+35,890	New	+$798K	0.11%	223

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna Fundamental Investments's WRB Position: Q2 2026 in Review

Susquehanna Fundamental Investments increased its W.R. Berkley (WRB) stake by 99% in Q2 2026, buying an estimated $11.9M and bringing the position to 358,749 shares worth $25.3M. The position accounts for 0.48% of the portfolio, ranked #56.

Susquehanna Fundamental Investments first reported a position in WRB in Q2 2018 and has held it in 24 quarters since. 949 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Susquehanna Fundamental Investments held 358,749 shares of W.R. Berkley worth $25.3M as of Q2 2026.
Susquehanna Fundamental Investments bought 178,050 W.R. Berkley shares in Q2 2026, an estimated $11.9M.
W.R. Berkley made up 0.48% of Susquehanna Fundamental Investments's portfolio in Q2 2026, its #56 holding.
Susquehanna Fundamental Investments first reported a position in W.R. Berkley in Q2 2018 and has held it in 24 quarters since.
949 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2026, filed 14 Aug 2026.