Universal-Beteiligungs- und Servicegesellschaft’s W.R. Berkley WRB Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$13.6M	Sell	187,080 -39,153	-17%	-$2.62M	0.02%	538
2026 Q1	$15.5M	Sell	226,233 -27,168	-11%	-$1.87M	0.03%	462
2025 Q4	$18.3M	Buy	253,401 +299	+0.1%	+$22K	0.03%	422
2025 Q3	$19.4M	Buy	253,102 +9,894	+4%	+$704K	0.03%	397
2025 Q2	$17.9M	Sell	243,208 -4,711	-2%	-$338K	0.03%	408
2025 Q1	$17.6M	Buy	247,919 +7,702	+3%	+$472K	0.04%	395
2024 Q4	$14.1M	Buy	+240,217	New	+$14.4M	0.03%	456

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's WRB Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its W.R. Berkley (WRB) stake by 17% in Q2 2026, selling an estimated $2.62M and leaving 187,080 shares worth $13.6M. The position accounts for 0.02% of the portfolio, ranked #538.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in WRB in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.4M in Q3 2025. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 187,080 shares of W.R. Berkley worth $13.6M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft sold 39,153 W.R. Berkley shares in Q2 2026, an estimated $2.62M.
W.R. Berkley made up 0.02% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #538 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in W.R. Berkley in Q4 2024 and has held it in 7 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's W.R. Berkley position peaked at $19.4M in Q3 2025.
953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.