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 33 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 |
|---|---|---|---|---|
| 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 | 0 | $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 | 0 | $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 | 0 | $0.00 |
| Q2 2021 | +7,148 | New Buy | 7,148 | $33.02 |
| Q3 2021 | -7,148 | Sold Out | 0 | $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 33 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 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.
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.
Joel Greenblatt's peak holding in W. R. Berkley Corporation (WRB) was 211,992 shares, as reported at the end of Q3 2025.