TD Asset Management
WRB icon

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

TD 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 		$6.83M Sell
96,775
-52,526
-35% -$3.52M 0.01% 742
2026
Q1 		$9.9M Sell
149,301
-38,768
-21% -$2.67M 0.01% 647
2025
Q4 		$13.2M Sell
188,069
-216,992
-54% -$16M 0.01% 593
2025
Q3 		$31M Sell
405,061
-150,580
-27% -$10.7M 0.03% 414
2025
Q2 		$40.8M Sell
555,641
-40,927
-7% -$2.93M 0.03% 366
2025
Q1 		$42.5M Sell
596,568
-15,440
-3% -$946K 0.04% 350
2024
Q4 		$35.8M Buy
612,008
+69,127
+13% +$4.14M 0.03% 382
2024
Q3 		$30.7M Sell
542,881
-150,430
-22% -$8.45M 0.03% 397
2024
Q2 		$36.3M Buy
693,311
+40,635
+6% +$2.18M 0.03% 347
2024
Q1 		$38.5M Buy
652,676
+134,010
+26% +$7.25M 0.04% 344
2023
Q4 		$24.5M Buy
518,666
+98,883
+24% +$4.51M 0.02% 423
2023
Q3 		$17.8M Buy
419,783
+87,864
+26% +$3.64M 0.02% 453
2023
Q2 		$13.2M Sell
331,919
-55,143
-14% -$2.17M 0.02% 532
2023
Q1 		$16.1M Buy
387,062
+6,590
+2% +$295K 0.02% 486
2022
Q4 		$18.4M Buy
380,472
+72,253
+23% +$3.48M 0.02% 450
2022
Q3 		$13.4M Buy
308,219
+71,250
+30% +$3.09M 0.02% 507
2022
Q2 		$10.8M Sell
236,969
-58,582
-20% -$2.66M 0.01% 583
2022
Q1 		$13.1M Sell
295,551
-52,367
-15% -$2.09M 0.01% 590
2021
Q4 		$12.7M Buy
347,918
+136,881
+65% +$4.85M 0.01% 625
2021
Q3 		$6.86M Sell
211,037
-201,609
-49% -$6.65M 0.01% 749
2021
Q2 		$13.4M Sell
412,646
-26,406
-6% -$914K 0.01% 583
2021
Q1 		$14.7M Buy
439,052
+7,063
+2% +$218K 0.02% 537
2020
Q4 		$12.8M Sell
431,989
-304,560
-41% -$8.78M 0.02% 531
2020
Q3 		$20M Sell
736,549
-540,895
-42% -$14.8M 0.03% 394
2020
Q2 		$32.5M Sell
1,277,444
-714,951
-36% -$17.5M 0.05% 267
2020
Q1 		$46.2M Sell
1,992,395
-62,550
-3% -$1.86M 0.08% 190
2019
Q4 		$63.1M Buy
2,054,945
+115,373
+6% +$3.56M 0.09% 182
2019
Q3 		$62.3M Buy
1,939,572
+90,450
+5% +$2.83M 0.1% 181
2019
Q2 		$54.2M Buy
1,849,122
+60,497
+3% +$1.66M 0.08% 196
2019
Q1 		$44.9M Buy
1,788,625
+7,749
+0.4% +$183K 0.07% 221
2018
Q4 		$39M Buy
1,780,876
+1,367
+0.1% +$30.7K 0.07% 223
2018
Q3 		$42.1M Buy
1,779,509
+135
+0% +$3.06K 0.06% 242
2018
Q2 		$38.2M Sell
1,779,374
-180,323
-9% -$4.01M 0.06% 255
2018
Q1 		$42.2M Buy
1,959,697
+120,980
+7% +$2.52M 0.06% 242
2017
Q4 		$39M Buy
1,838,717
+2,471
+0.1% +$50.5K 0.06% 253
2017
Q3 		$36.3M Sell
1,836,246
-3,163
-0.2% -$63.3K 0.05% 262
2017
Q2 		$37.7M Sell
1,839,409
-344,888
-16% -$6.98M 0.06% 251
2017
Q1 		$45.7M Sell
2,184,297
-23,220
-1% -$478K 0.07% 211
2016
Q4 		$43.5M Buy
2,207,517
+53,362
+2% +$958K 0.07% 216
2016
Q3 		$36.9M Buy
2,154,155
+77,301
+4% +$1.34M 0.06% 240
2016
Q2 		$36.9M Buy
2,076,854
+14,513
+0.7% +$241K 0.07% 228
2016
Q1 		$34.3M Buy
2,062,341
+23,625
+1% +$363K 0.06% 239
2015
Q4 		$33.1M Buy
2,038,716
+16,875
+0.8% +$276K 0.07% 238
2015
Q3 		$32.6M Sell
2,021,841
-3,038
-0.2% -$49.8K 0.06% 239
2015
Q2 		$31.2M Buy
2,024,879
+12,488
+0.6% +$186K 0.06% 264
2015
Q1 		$30.1M Buy
2,012,391
+3,027
+0.2% +$45K 0.05% 265
2014
Q4 		$30.5M Buy
2,009,364
+8,775
+0.4% +$132K 0.05% 259
2014
Q3 		$28.3M Sell
2,000,589
-8,100
-0.4% -$112K 0.05% 264
2014
Q2 		$27.6M Sell
2,008,689
-1,012
-0.1% -$13.2K 0.05% 265
2014
Q1 		$24.8M Buy
2,009,701
+27,337
+1% +$330K 0.05% 274
2013
Q4 		$25.5M Buy
1,982,364
+44,888
+2% +$576K 0.05% 253
2013
Q3 		$24.6M Buy
1,937,476
+5,062
+0.3% +$63.5K 0.05% 245
2013
Q2 		$23.4M Buy
+1,932,414
New +$24.3M 0.05% 240

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
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
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

TD Asset Management's WRB Position: Q2 2026 in Review

TD Asset Management reduced its W.R. Berkley (WRB) stake by 35% in Q2 2026, selling an estimated $3.52M and leaving 96,775 shares worth $6.83M. The position accounts for 0.01% of the portfolio, ranked #742.

TD Asset Management first reported a position in WRB in Q2 2013 and has held it in 53 quarters since. The position peaked at $63.1M in Q4 2019. 766 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • TD Asset Management held 96,775 shares of W.R. Berkley worth $6.83M as of Q2 2026.
  • TD Asset Management sold 52,526 W.R. Berkley shares in Q2 2026, an estimated $3.52M.
  • W.R. Berkley made up 0.01% of TD Asset Management's portfolio in Q2 2026, its #742 holding.
  • TD Asset Management first reported a position in W.R. Berkley in Q2 2013 and has held it in 53 quarters since.
  • TD Asset Management's W.R. Berkley position peaked at $63.1M in Q4 2019.
  • 766 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on TD Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.