W.R. Berkley Corp’s Microsoft MSFT Stock Holding History

W.R. Berkley Corp’s Portfolio MSFT Stock Details MSFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$55.7M	Buy	+149,400	New	+$60.4M	2.56%	6
2026 Q1	–	Sell	-152,600	Closed	-$73.8M	–	351
2025 Q4	$73.8M	Buy	152,600 +102,800	+206%	+$51.5M	3.47%	6
2025 Q3	$25.8M	Buy	+49,800	New	+$25.4M	1.49%	16
2025 Q2	–	Sell	-99,500	Closed	-$37.4M	–	238
2025 Q1	$37.4M	Sell	99,500 -68,900	-41%	-$28.1M	2.18%	10
2024 Q4	$71M	Buy	+168,400	New	+$71.7M	2.82%	10
2024 Q3	–	Sell	-174,000	Closed	-$77.8M	–	163
2024 Q2	$77.8M	Buy	174,000 +124,000	+248%	+$52.4M	3.27%	8
2024 Q1	$21M	Buy	+50,000	New	+$20.2M	1.17%	24
2023 Q4	–	Sell	-70,000	Closed	-$22.1M	–	202
2023 Q3	$22.1M	Buy	+70,000	New	+$23.1M	1.44%	16

Other funds holding MSFT

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

W.R. Berkley Corp's MSFT Position: Q2 2026 in Review

W.R. Berkley Corp opened a new position in Microsoft (MSFT) in Q2 2026: 149,400 shares worth $55.7M. The stake represents 2.56% of the portfolio and ranks #6 among its holdings. This is a return to the name: W.R. Berkley Corp previously reported a position in MSFT as recently as Q4 2025.

W.R. Berkley Corp first reported a position in MSFT in Q3 2023 and has held it in 8 quarters since. The position peaked at $77.8M in Q2 2024. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

W.R. Berkley Corp held 149,400 shares of Microsoft worth $55.7M as of Q2 2026.
Microsoft was a new W.R. Berkley Corp position in Q2 2026.
Microsoft made up 2.56% of W.R. Berkley Corp's portfolio in Q2 2026, its #6 holding.
W.R. Berkley Corp first reported a position in Microsoft in Q3 2023 and has held it in 8 quarters since.
W.R. Berkley Corp's Microsoft position peaked at $77.8M in Q2 2024.
6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on W.R. Berkley Corp's 13F filing for Q2 2026, filed 14 Aug 2026.