UBS Group
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UBS Group’s W.R. Berkley WRB Stock Holding History

UBS Group’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
2024
Q4 		– Sell
-7,000
Closed -$397K – 10464
2024
Q3 		$397K Sell
7,000
-3,500
-33% -$197K ﹤0.01% 5392
2024
Q2 		$550K Buy
+10,500
New +$562K ﹤0.01% 4929
2015
Q1 		– Sell
-338
Closed -$5K – 9448
2014
Q4 		$5K Buy
+338
New +$5.08K ﹤0.01% 9005

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

UBS Group's WRB Position: Q1 2026 in Review

UBS Group reduced its W.R. Berkley (WRB) stake by 6.8% in Q1 2026, selling an estimated $16.4M and leaving 3,267,776 shares worth $217M. The position accounts for 0.03% of the portfolio, ranked #583.

UBS Group first reported a position in WRB in Q4 2014 and has held it in 46 quarters since. The position peaked at $246M in Q4 2025. 921 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • UBS Group held 3,267,776 shares of W.R. Berkley worth $217M as of Q1 2026.
  • UBS Group sold 238,091 W.R. Berkley shares in Q1 2026, an estimated $16.4M.
  • W.R. Berkley made up 0.03% of UBS Group's portfolio in Q1 2026, its #583 holding.
  • UBS Group first reported a position in W.R. Berkley in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's W.R. Berkley position peaked at $246M in Q4 2025.
  • 921 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.