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

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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

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

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.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Bruce R Berkowitz

Average Return

-12.41%

Average return per transaction

Outperforming Transactions

40%

29 out of 72 outperforming transactions.
Each transaction is measured over a period and compared to .
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

No Data

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.

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The St. Joe Co Insider Transactions

No Available Data

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.

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