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
2015
Q1 		– Sell
-675
Closed -$10K – 9449
2014
Q4 		$10K Buy
+675
New +$10.2K ﹤0.01% 8411

Other funds holding WRB

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Anchor Capital Advisors
Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

UBS Group's WRB Position: Q3 2026 in Review

UBS Group increased its W.R. Berkley (WRB) stake by 11% in Q3 2026, buying an estimated $21.7M and bringing the position to 3,143,507 shares worth $212M. The position accounts for 0.03% of the portfolio, ranked #628.

UBS Group first reported a position in WRB in Q4 2014 and has held it in 48 quarters since. The position peaked at $246M in Q4 2025. 583 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • UBS Group held 3,143,507 shares of W.R. Berkley worth $212M as of Q3 2026.
  • UBS Group bought 308,185 W.R. Berkley shares in Q3 2026, an estimated $21.7M.
  • W.R. Berkley made up 0.03% of UBS Group's portfolio in Q3 2026, its #628 holding.
  • UBS Group first reported a position in W.R. Berkley in Q4 2014 and has held it in 48 quarters since.
  • UBS Group's W.R. Berkley position peaked at $246M in Q4 2025.
  • 583 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.