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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

W.R. Berkley Corp's MSFT Position: Q1 2026 in Review

W.R. Berkley Corp sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 152,600 shares — an estimated $73.8M sold.

W.R. Berkley Corp first reported a position in MSFT in Q3 2023 and held it in 7 quarters. The position peaked at $77.8M in Q2 2024. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • W.R. Berkley Corp reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
  • W.R. Berkley Corp sold 152,600 Microsoft shares in Q1 2026, an estimated $73.8M.
  • W.R. Berkley Corp first reported a position in Microsoft in Q3 2023 and held it in 7 quarters.
  • W.R. Berkley Corp's Microsoft position peaked at $77.8M in Q2 2024.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on W.R. Berkley Corp's 13F filing for Q1 2026, filed 15 May 2026.