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Towarzystwo Funduszy Inwestycyjnych PZU SA’s W.R. Berkley WRB Stock Holding History

Towarzystwo Funduszy Inwestycyjnych PZU SA’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 		$23.3K Sell
330
-270
-45% -$18.1K 0.01% 608
2026
Q1 		$39.8K Hold
600
– – 0.01% 475
2025
Q4 		$42.1K Hold
600
– – 0.01% 484
2025
Q3 		$46K Buy
600
+230
+62% +$16.4K 0.01% 446
2025
Q2 		$27.2K Buy
+370
New +$26.5K 0.01% 535

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

Towarzystwo Funduszy Inwestycyjnych PZU SA's WRB Position: Q2 2026 in Review

Towarzystwo Funduszy Inwestycyjnych PZU SA reduced its W.R. Berkley (WRB) stake by 45% in Q2 2026, selling an estimated $18.1K and leaving 330 shares worth $23.3K. The position accounts for 0.01% of the portfolio, ranked #608.

Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in WRB in Q2 2025 and has held it in 5 quarters since. The position peaked at $46K in Q3 2025. 674 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Towarzystwo Funduszy Inwestycyjnych PZU SA held 330 shares of W.R. Berkley worth $23.3K as of Q2 2026.
  • Towarzystwo Funduszy Inwestycyjnych PZU SA sold 270 W.R. Berkley shares in Q2 2026, an estimated $18.1K.
  • W.R. Berkley made up 0.01% of Towarzystwo Funduszy Inwestycyjnych PZU SA's portfolio in Q2 2026, its #608 holding.
  • Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in W.R. Berkley in Q2 2025 and has held it in 5 quarters since.
  • Towarzystwo Funduszy Inwestycyjnych PZU SA's W.R. Berkley position peaked at $46K in Q3 2025.
  • 674 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Towarzystwo Funduszy Inwestycyjnych PZU SA's 13F filing for Q2 2026, filed 7 Aug 2026.