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

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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.