Jefferies Group's WRB Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 8.91 M shares of W. R. Berkley Corporation (WRB) worth $682.82 M, representing 3.22% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in WRB, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 8.81 M shares. Largest reduction occurred in Q1 2024, reducing 110 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group'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 Jefferies Group
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +25,887 | New Buy | 25,887 | $48.38 |
| Q1 2023 | -25,887 | Sold Out | 25,887 | $0.00 |
| Q3 2023 | +25,970 | New Buy | 25,970 | $42.33 |
| Q4 2023 | +3,280 | Add 12.63% | 29,250 | $47.15 |
| Q1 2024 | -110 | Reduce 0.38% | 29,140 | $58.96 |
| Q2 2024 | -29,140 | Sold Out | 29,140 | $0.00 |
| Q4 2024 | +96,988 | New Buy | 96,988 | $58.52 |
| Q1 2025 | -96,988 | Sold Out | 96,988 | $0.00 |
| Q3 2025 | +8.91 M | New Buy | 8.91 M | $76.62 |
Jefferies Group's W R Berkley Corporation Investment FAQs
Jefferies Group first purchased W. R. Berkley Corporation (WRB) in Q4 2022, acquiring 25,887 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held W. R. Berkley Corporation (WRB) for 12 quarters since Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's largest addition to W. R. Berkley Corporation (WRB) was in Q3 2025, adding 8,911,719 shares worth $682.82 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 8,911,719 shares of W. R. Berkley Corporation (WRB), valued at approximately $682.82 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 3.22% of Jefferies Group'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.
Jefferies Group's peak holding in W. R. Berkley Corporation (WRB) was 8,911,719 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.