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 $4.15B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group's WRB Position: Q2 2026 in Review

UBS Group reduced its W.R. Berkley (WRB) stake by 13% in Q2 2026, selling an estimated $29M and leaving 2,835,322 shares worth $200M. The position accounts for 0.03% of the portfolio, ranked #665.

UBS Group first reported a position in WRB in Q4 2014 and has held it in 47 quarters since. The position peaked at $246M in Q4 2025. 952 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • UBS Group held 2,835,322 shares of W.R. Berkley worth $200M as of Q2 2026.
  • UBS Group sold 432,454 W.R. Berkley shares in Q2 2026, an estimated $29M.
  • W.R. Berkley made up 0.03% of UBS Group's portfolio in Q2 2026, its #665 holding.
  • UBS Group first reported a position in W.R. Berkley in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's W.R. Berkley position peaked at $246M in Q4 2025.
  • 952 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.