Swiss Life 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 | $4.71M | Buy |
66,773
+5,566
| +9% | +$373K | 0.02% | 465 |
|
|
2026
Q1 | $4.06M | Sell |
61,207
-45,265
| -43% | -$3.12M | 0.02% | 445 |
|
|
2025
Q4 | $7.47M | Sell |
106,472
-36,922
| -26% | -$2.72M | 0.04% | 331 |
|
|
2025
Q3 | $11M | Sell |
143,394
-22,345
| -13% | -$1.59M | 0.06% | 255 |
|
|
2025
Q2 | $12.2M | Buy |
165,739
+47,740
| +40% | +$3.42M | 0.07% | 212 |
|
|
2025
Q1 | $8.4M | Buy |
117,999
+6,657
| +6% | +$408K | 0.06% | 238 |
|
|
2024
Q4 | $6.51M | Buy |
111,342
+105,924
| +1,955% | +$6.34M | 0.05% | 271 |
|
|
2024
Q3 | $307K | Sell |
5,418
-807
| -13% | -$45.3K | ﹤0.01% | 591 |
|
|
2024
Q2 | $326K | Sell |
6,225
-2,075
| -25% | -$111K | ﹤0.01% | 520 |
|
|
2024
Q1 | $489K | Sell |
8,300
-2,640
| -24% | -$143K | 0.01% | 439 |
|
|
2023
Q4 | $517K | Buy |
+10,940
| New | +$499K | 0.01% | 559 |
|
|
2023
Q3 | – | Sell |
-32,208
| Closed | -$1.28M | – | 650 |
|
|
2023
Q2 | $1.28M | Hold |
32,208
| – | – | 0.02% | 521 |
|
|
2023
Q1 | $1.34M | Buy |
+32,208
| New | +$1.44M | 0.02% | 524 |
|
|
2022
Q2 | – | Sell |
-24,791
| Closed | -$1.1M | – | 671 |
|
|
2022
Q1 | $1.1M | Buy |
+24,791
| New | +$989K | 0.02% | 465 |
|
|
2020
Q2 | – | Sell |
-72,979
| Closed | -$1.69M | – | 543 |
|
|
2020
Q1 | $1.69M | Sell |
72,979
-6,223
| -8% | -$185K | 0.03% | 333 |
|
|
2019
Q4 | $2.43M | Buy |
79,202
+1,534
| +2% | +$47.4K | 0.05% | 309 |
|
|
2019
Q3 | $2.49M | Buy |
+77,668
| New | +$2.43M | 0.03% | 302 |
|
|
2018
Q4 | – | Sell |
-82,613
| Closed | -$1.96M | – | 472 |
|
|
2018
Q3 | $1.96M | Buy |
82,613
+8,869
| +12% | +$201K | 0.03% | 322 |
|
|
2018
Q2 | $1.58M | Buy |
+73,744
| New | +$1.64M | 0.02% | 339 |
|
|
2017
Q4 | – | Sell |
-138,240
| Closed | -$2.73M | – | 519 |
|
|
2017
Q3 | $2.73M | Buy |
138,240
+62,471
| +82% | +$1.25M | 0.07% | 171 |
|
|
2017
Q2 | $1.55M | Sell |
75,769
-1,168
| -2% | -$23.6K | 0.04% | 221 |
|
|
2017
Q1 | $1.61M | Sell |
76,937
-1,309
| -2% | -$26.9K | 0.04% | 205 |
|
|
2016
Q4 | $1.54M | Buy |
78,246
+12,552
| +19% | +$225K | 0.05% | 194 |
|
|
2016
Q3 | $1.12M | Buy |
65,694
+36,767
| +127% | +$636K | 0.04% | 219 |
|
|
2016
Q2 | $513K | Sell |
28,927
-11,884
| -29% | -$198K | 0.02% | 237 |
|
|
2016
Q1 | $680K | Buy |
+40,811
| New | +$627K | 0.03% | 227 |
|
Other funds holding WRB
MSI
Swiss Life Asset Management's WRB Position: Q2 2026 in Review
Swiss Life Asset Management increased its W.R. Berkley (WRB) stake by 9.1% in Q2 2026, buying an estimated $373K and bringing the position to 66,773 shares worth $4.71M. The position accounts for 0.02% of the portfolio, ranked #465.
Swiss Life Asset Management first reported a position in WRB in Q1 2016 and has held it in 26 quarters since. The position peaked at $12.2M in Q2 2025. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.
- Swiss Life Asset Management held 66,773 shares of W.R. Berkley worth $4.71M as of Q2 2026.
- Swiss Life Asset Management bought 5,566 W.R. Berkley shares in Q2 2026, an estimated $373K.
- W.R. Berkley made up 0.02% of Swiss Life Asset Management's portfolio in Q2 2026, its #465 holding.
- Swiss Life Asset Management first reported a position in W.R. Berkley in Q1 2016 and has held it in 26 quarters since.
- Swiss Life Asset Management's W.R. Berkley position peaked at $12.2M in Q2 2025.
- 953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.
Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.