Ray Dalio's WRB Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 13,499 shares of W. R. Berkley Corporation (WRB) worth $952,084, representing 0.00% of the portfolio. First purchased in 2018-Q1, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in WRB, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2021, adding 36,263 shares. Largest reduction occurred in Q1 2023, reducing 89,570 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's W R Berkley Corporation (WRB) Holding Value Over Time
Track share changes against reported price movement
Quarterly W R Berkley Corporation (WRB) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +13,499 | New Buy | 13,499 | $70.53 |
| Q2 2025 | -11,459 | Sold Out | 0 | $0.00 |
| Q1 2025 | +11,459 | New Buy | 11,459 | $71.16 |
| Q3 2024 | -7,954 | Sold Out | 0 | $0.00 |
| Q2 2024 | +7,954 | New Buy | 7,954 | $52.39 |
| Q1 2023 | -89,570 | Sold Out | 0 | $0.00 |
| Q4 2022 | +24,732 | Add 38.14% | 89,570 | $48.38 |
| Q3 2022 | -12,770 | Reduce 16.45% | 64,838 | $43.05 |
| Q2 2022 | +6,846 | Add 9.67% | 77,608 | $45.51 |
| Q1 2022 | +34,499 | Add 95.14% | 70,762 | $44.39 |
| Q4 2021 | +36,263 | New Buy | 36,263 | $36.62 |
| Q3 2020 | -14,731 | Sold Out | 0 | $0.00 |
| Q2 2020 | -7,915 | Reduce 34.95% | 14,731 | $25.46 |
| Q1 2020 | +22,646 | New Buy | 22,646 | $23.18 |
| Q2 2018 | -11,860 | Sold Out | 0 | $0.00 |
| Q1 2018 | +11,860 | New Buy | 11,860 | $21.50 |
Ray Dalio's W R Berkley Corporation Investment FAQs
Ray Dalio first purchased W. R. Berkley Corporation (WRB) in Q1 2018, acquiring 11,860 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held W. R. Berkley Corporation (WRB) for 16 quarters since Q1 2018.
Ray Dalio's largest addition to W. R. Berkley Corporation (WRB) was in Q4 2021, adding 36,263 shares worth $1.33 M.
According to the latest 13F filing for Q2 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 13,499 shares of W. R. Berkley Corporation (WRB), valued at approximately $952,084.
As of the Q2 2026 filing, W. R. Berkley Corporation (WRB) represents approximately 0.00% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in W. R. Berkley Corporation (WRB) was 89,570 shares, as reported at the end of Q4 2022.