Bruce R Berkowitz - Net Worth and Insider Trading
Bruce R Berkowitz Net Worth
The estimated net worth of Bruce R Berkowitz is at least $305 Million dollars as of 2024-04-27. Bruce R Berkowitz is the 10% Owner of TAL Education Group and owns about 11,211,918 shares of TAL Education Group (TAL) stock worth over $150 Million. Bruce R Berkowitz is the Director of White Mountains Insurance Group Ltd and owns about 70,500 shares of White Mountains Insurance Group Ltd (WTM) stock worth over $125 Million. Bruce R Berkowitz is also the 10% Owner of Seritage Growth Properties and owns about 2,699,694 shares of Seritage Growth Properties (SRG) stock worth over $25 Million. Besides these, Bruce R Berkowitz also holds Winthrop Realty Trust Inc (FUR) , Sears Holdings Corp (SHLDQ) . Details can be seen in Bruce R Berkowitz's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Bruce R Berkowitz has not made any transactions after 2018-10-10 and currently still holds the listed stock(s).
Transaction Summary of Bruce R Berkowitz
Bruce R Berkowitz Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Bruce R Berkowitz owns 8 companies in total, including The St. Joe Co (JOE) , Sears Holdings Corp (SHLDQ) , and Seritage Growth Properties (SRG) among others .
Click here to see the complete history of Bruce R Berkowitz’s form 4 insider trades.
Insider Ownership Summary of Bruce R Berkowitz
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
JOE | The St. Joe Co | 2010-10-13 | 10 percent owner |
SHLDQ | Sears Holdings Corp | 2018-10-10 | 10 percent owner |
SRG | Seritage Growth Properties | 2018-01-25 | 10 percent owner |
AIG | American International Group Inc | 2010-09-16 | 10 percent owner |
WTM | White Mountains Insurance Group Ltd | 2005-11-11 | director |
URI | United Rentals Inc | 2008-10-20 | 10 percent owner |
FUR | Winthrop Realty Trust Inc | 2007-12-31 | director |
MWA | Mueller Water Products, Inc. | 2007-04-03 | 10 percent owner |
Bruce R Berkowitz Latest Holdings Summary
Bruce R Berkowitz currently owns a total of 5 stocks. Among these stocks, Bruce R Berkowitz owns 11,211,918 shares of TAL Education Group (TAL) as of May 26, 2010, with a value of $150 Million and a weighting of 49.37%. Bruce R Berkowitz owns 70,500 shares of White Mountains Insurance Group Ltd (WTM) as of November 11, 2005, with a value of $125 Million and a weighting of 40.94%. Bruce R Berkowitz also owns 2,699,694 shares of Seritage Growth Properties (SRG) as of January 25, 2018, with a value of $25 Million and a weighting of 8.26%. The other 2 stocks Winthrop Realty Trust Inc (FUR) , Sears Holdings Corp (SHLDQ) have a combined weighting of 1.43% among all his current holdings.
Latest Holdings of Bruce R Berkowitz
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
TAL | TAL Education Group | 2010-05-26 | 11,211,918 | 13.41 | 150,351,820 |
WTM | White Mountains Insurance Group Ltd | 2005-11-11 | 70,500 | 1,768.38 | 124,670,790 |
SRG | Seritage Growth Properties | 2018-01-25 | 2,699,694 | 9.32 | 25,161,148 |
FUR | Winthrop Realty Trust Inc | 2007-12-05 | 451,650 | 9.33 | 4,213,895 |
SHLDQ | Sears Holdings Corp | 2018-10-10 | 1,433,064 | 0.10 | 143,306 |
Holding Weightings of Bruce R Berkowitz
Bruce R Berkowitz Form 4 Trading Tracker
According to the SEC Form 4 filings, Bruce R Berkowitz has made a total of 0 transactions in TAL Education Group (TAL) over the past 5 years. The most-recent trade in TAL Education Group is the sale of 130,800 shares on May 26, 2010, which brought Bruce R Berkowitz around $493,988.
According to the SEC Form 4 filings, Bruce R Berkowitz has made a total of 0 transactions in White Mountains Insurance Group Ltd (WTM) over the past 5 years. The most-recent trade in White Mountains Insurance Group Ltd is the sale of 13,000 shares on November 11, 2005, which brought Bruce R Berkowitz around $8 Million.
According to the SEC Form 4 filings, Bruce R Berkowitz has made a total of 0 transactions in Seritage Growth Properties (SRG) over the past 5 years. The most-recent trade in Seritage Growth Properties is the sale of 99,700 shares on January 25, 2018, which brought Bruce R Berkowitz around $4 Million.
More details on Bruce R Berkowitz's insider transactions can be found in the Insider Trading History of Bruce R Berkowitz table.Insider Trading History of Bruce R Berkowitz
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Bruce R Berkowitz Trading Performance
GuruFocus tracks the stock performance after each of Bruce R Berkowitz's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Bruce R Berkowitz is 1.56%. GuruFocus also compares Bruce R Berkowitz's trading performance to market benchmark return within the same time period. The performance of stocks bought by Bruce R Berkowitz within 3 months outperforms 41 times out of 72 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Bruce R Berkowitz's insider trading performs compared to the benchmark.
Performance of Bruce R Berkowitz
Average Return
-12.41%
Outperforming Transactions
40%
1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
---|---|---|---|---|---|---|
Return(%) | 2.42 | 1.56 | -0.65 | -12.41 | -15.08 | -26.79 |
Relative Return to S&P 500(%) | 2.3 | 0.13 | -4.99 | -21.08 | -25.39 | -33.98 |
Bruce R Berkowitz Ownership Network
Ownership Network List of Bruce R Berkowitz
Ownership Network Relation of Bruce R Berkowitz
Bruce R Berkowitz Owned Company Details
What does The St. Joe Co do?
Who are the key executives at The St. Joe Co?
Bruce R Berkowitz is the 10 percent owner of The St. Joe Co. Other key executives at The St. Joe Co include 10 percent owner Fairholme Funds Inc , Sr Vice President-Development Jorge Luis Gonzalez , and Chief Financial Officer Marek Bakun .
The St. Joe Co (JOE) Insider Trades Summary
Over the past 18 months, Bruce R Berkowitz made no insider transaction in The St. Joe Co (JOE). Other recent insider transactions involving The St. Joe Co (JOE) include a net sale of 1,692,800 shares made by Fairholme Funds Inc , and a net purchase of 1,200 shares made by Jorge Luis Gonzalez .
In summary, during the past 3 months, insiders sold 166,000 shares of The St. Joe Co (JOE) in total and bought 0 shares, with a net sale of 166,000 shares. During the past 18 months, 1,692,800 shares of The St. Joe Co (JOE) were sold and 1,200 shares were bought by its insiders, resulting in a net sale of 1,691,600 shares.
The St. Joe Co (JOE)'s detailed insider trading history can be found in Insider Trading Tracker table.
The St. Joe Co Insider Transactions
Bruce R Berkowitz Mailing Address
Above is the net worth, insider trading, and ownership report for Bruce R Berkowitz. You might contact Bruce R Berkowitz via mailing address: C/o Fairholme Capital Management, L.l.c., 4400 Biscayne Boulevard, 9th Floor, Miami Fl 33137.