Joel Greenblatt's WRB Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 211,992 shares of W. R. Berkley Corporation (WRB) worth $16.24 M, representing 0.07% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 49 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in WRB, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2025, adding 95,786 shares. Largest reduction occurred in Q1 2023, reducing 51,792 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt'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 Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2013 | +18,974 | New Buy | 18,974 | $12.70 |
| Q4 2013 | +9,666 | Add 50.94% | 28,640 | $12.85 |
| Q1 2014 | -28,640 | Sold Out | 28,640 | $0.00 |
| Q2 2014 | +14,843 | New Buy | 14,843 | $13.74 |
| Q3 2014 | +1,060 | Add 7.14% | 15,903 | $14.15 |
| Q4 2014 | -979 | Reduce 6.16% | 14,924 | $15.21 |
| Q1 2015 | +210 | Add 1.41% | 15,134 | $14.93 |
| Q2 2015 | -1,270 | Reduce 8.39% | 13,864 | $15.36 |
| Q3 2015 | -13,864 | Sold Out | 13,864 | $0.00 |
| Q4 2019 | +30,688 | New Buy | 30,688 | $30.70 |
| Q1 2020 | +69,313 | Add 225.86% | 100,001 | $23.19 |
| Q2 2020 | -41,713 | Reduce 41.71% | 58,288 | $25.46 |
| Q3 2020 | -13,441 | Reduce 23.06% | 44,847 | $27.18 |
| Q4 2020 | -10,179 | Reduce 22.70% | 34,668 | $29.51 |
| Q1 2021 | -34,668 | Sold Out | 34,668 | $0.00 |
| Q2 2021 | +7,148 | New Buy | 7,148 | $33.02 |
| Q3 2021 | -7,148 | Sold Out | 7,148 | $0.00 |
| Q4 2021 | +67,914 | New Buy | 67,914 | $36.62 |
| Q1 2022 | -23,198 | Reduce 34.16% | 44,716 | $44.39 |
| Q2 2022 | +28,982 | Add 64.81% | 73,698 | $45.51 |
| Q3 2022 | -7,040 | Reduce 9.55% | 66,658 | $43.06 |
| Q4 2022 | -4,126 | Reduce 6.19% | 62,532 | $48.38 |
| Q1 2023 | -51,792 | Reduce 82.82% | 10,740 | $41.51 |
| Q2 2023 | -4,682 | Reduce 43.59% | 6,058 | $39.71 |
| Q3 2023 | +7,560 | Add 124.79% | 13,618 | $42.33 |
| Q4 2023 | +2,964 | Add 21.77% | 16,582 | $47.15 |
| Q1 2024 | -3,778 | Reduce 22.78% | 12,804 | $58.96 |
| Q2 2024 | +3,651 | Add 28.51% | 16,455 | $52.39 |
| Q3 2024 | -3,128 | Reduce 19.01% | 13,327 | $56.73 |
| Q4 2024 | +473 | Add 3.55% | 13,800 | $58.52 |
| Q1 2025 | +35,287 | Add 255.70% | 49,087 | $71.16 |
| Q2 2025 | +67,119 | Add 136.73% | 116,206 | $73.47 |
| Q3 2025 | +95,786 | Add 82.43% | 211,992 | $76.62 |
Joel Greenblatt's W R Berkley Corporation Investment FAQs
Joel Greenblatt first purchased W. R. Berkley Corporation (WRB) in Q3 2013, acquiring 18,974 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held W. R. Berkley Corporation (WRB) for 49 quarters since Q3 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to W. R. Berkley Corporation (WRB) was in Q3 2025, adding 211,992 shares worth $16.24 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 211,992 shares of W. R. Berkley Corporation (WRB), valued at approximately $16.24 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 0.07% of Joel Greenblatt'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.
Joel Greenblatt's peak holding in W. R. Berkley Corporation (WRB) was 211,992 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.