Chuck Royce's WRB Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 213,582 shares of W. R. Berkley Corporation (WRB) worth $16.36 M, representing 0.16% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Chuck Royce has maintained a long-term strategic position in WRB, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2023, adding 163,832 shares. Largest reduction occurred in Q3 2018, reducing 55,137 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce'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 Chuck Royce
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +20,321 | Add 0.00% | 20,318 | $12.11 |
| Q3 2013 | -11,813 | Reduce 58.14% | 8,505 | $12.70 |
| Q4 2013 | -8,505 | Sold Out | 8,505 | $0.00 |
| Q2 2014 | +42,343 | New Buy | 42,343 | $13.72 |
| Q3 2014 | +56,366 | Add 133.12% | 98,709 | $14.16 |
| Q4 2014 | +17,212 | Add 17.44% | 115,921 | $15.19 |
| Q1 2015 | -115,921 | Sold Out | 115,921 | $0.00 |
| Q3 2018 | +60,784 | New Buy | 60,784 | $23.69 |
| Q4 2018 | +7,762 | Add 12.77% | 68,546 | $21.90 |
| Q3 2019 | -68,546 | Sold Out | 68,546 | $0.00 |
| Q4 2023 | +232,378 | New Buy | 232,378 | $47.15 |
| Q1 2024 | +78,204 | Add 33.65% | 310,582 | $58.96 |
| Q2 2024 | -24,000 | Reduce 7.73% | 286,582 | $52.39 |
| Q3 2024 | -24,500 | Reduce 8.55% | 262,082 | $56.73 |
| Q2 2025 | -44,400 | Reduce 16.94% | 217,682 | $73.47 |
| Q3 2025 | -4,100 | Reduce 1.88% | 213,582 | $76.62 |
Chuck Royce's W R Berkley Corporation Investment FAQs
Chuck Royce first purchased W. R. Berkley Corporation (WRB) in Q2 2013, acquiring 20,318 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held W. R. Berkley Corporation (WRB) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce's largest addition to W. R. Berkley Corporation (WRB) was in Q4 2023, adding 232,378 shares worth $10.96 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Chuck Royce's firm, Royce & Associates Lp, owns 213,582 shares of W. R. Berkley Corporation (WRB), valued at approximately $16.36 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, W. R. Berkley Corporation (WRB) represents approximately 0.16% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce's peak holding in W. R. Berkley Corporation (WRB) was 310,582 shares, as reported at the end of Q1 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.