Joel Greenblatt's WRB Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 281,125 shares of W. R. Berkley Corporation (WRB) worth $19.71 M, representing 0.07% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 34 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in WRB, demonstrating sustained confidence in this investment. 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +69,133 | Add 32.61% | 281,125 | $70.12 |
| Q3 2025 | +95,786 | Add 82.43% | 211,992 | $76.62 |
| Q2 2025 | +67,119 | Add 136.73% | 116,206 | $73.47 |
| Q1 2025 | +35,287 | Add 255.70% | 49,087 | $71.16 |
| Q4 2024 | +473 | Add 3.55% | 13,800 | $58.52 |
| Q3 2024 | -3,128 | Reduce 19.01% | 13,327 | $56.73 |
| Q2 2024 | +3,651 | Add 28.51% | 16,455 | $52.39 |
| Q1 2024 | -3,778 | Reduce 22.78% | 12,804 | $58.96 |
| Q4 2023 | +2,964 | Add 21.77% | 16,582 | $47.15 |
| Q3 2023 | +7,560 | Add 124.79% | 13,618 | $42.33 |
| Q2 2023 | -4,682 | Reduce 43.59% | 6,058 | $39.71 |
| Q1 2023 | -51,792 | Reduce 82.82% | 10,740 | $41.51 |
| Q4 2022 | -4,126 | Reduce 6.19% | 62,532 | $48.38 |
| Q3 2022 | -7,040 | Reduce 9.55% | 66,658 | $43.06 |
| Q2 2022 | +28,982 | Add 64.81% | 73,698 | $45.51 |
| Q1 2022 | -23,198 | Reduce 34.16% | 44,716 | $44.39 |
| Q4 2021 | +67,914 | New Buy | 67,914 | $36.62 |
| Q3 2021 | -7,148 | Sold Out | 0 | $0.00 |
| Q2 2021 | +7,148 | New Buy | 7,148 | $33.02 |
| Q1 2021 | -34,668 | Sold Out | 0 | $0.00 |
| Q4 2020 | -10,179 | Reduce 22.70% | 34,668 | $29.51 |
| Q3 2020 | -13,441 | Reduce 23.06% | 44,847 | $27.18 |
| Q2 2020 | -41,713 | Reduce 41.71% | 58,288 | $25.46 |
| Q1 2020 | +69,313 | Add 225.86% | 100,001 | $23.19 |
| Q4 2019 | +30,688 | New Buy | 30,688 | $30.70 |
| Q3 2015 | -13,864 | Sold Out | 0 | $0.00 |
| Q2 2015 | -1,270 | Reduce 8.39% | 13,864 | $15.36 |
| Q1 2015 | +210 | Add 1.41% | 15,134 | $14.93 |
| Q4 2014 | -979 | Reduce 6.16% | 14,924 | $15.21 |
| Q3 2014 | +1,060 | Add 7.14% | 15,903 | $14.15 |
| Q2 2014 | +14,843 | New Buy | 14,843 | $13.74 |
| Q1 2014 | -28,640 | Sold Out | 0 | $0.00 |
| Q4 2013 | +9,666 | Add 50.94% | 28,640 | $12.85 |
| Q3 2013 | +18,974 | New Buy | 18,974 | $12.70 |
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 34 quarters since Q3 2013.
Joel Greenblatt's largest addition to W. R. Berkley Corporation (WRB) was in Q3 2025, adding 211,992 shares worth $16.24 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 281,125 shares of W. R. Berkley Corporation (WRB), valued at approximately $19.71 M.
As of the Q4 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.
Joel Greenblatt's peak holding in W. R. Berkley Corporation (WRB) was 281,125 shares, as reported at the end of Q4 2025.