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Swiss Life Asset Management’s W.R. Berkley WRB Stock Holding History

Swiss Life Asset Management’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 		$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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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. 674 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.
  • 674 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.