Bruce R Berkowitz - Net Worth and Insider Trading
Bruce R Berkowitz Net Worth
The estimated net worth of Bruce R Berkowitz is at least $280 Million dollars as of 2024-11-08. 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 $133 Million. 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 $131 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 $12 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 final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Bruce R Berkowitz has not made any transactions after 2018-10-10 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
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 |
2010-09-16 | 10 percent owner | ||
2005-11-11 | director | ||
2008-10-20 | 10 percent owner | ||
2007-12-31 | director | ||
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 70,500 shares of White Mountains Insurance Group Ltd (WTM) as of November 11, 2005, with a value of $133 Million and a weighting of 47.4%. Bruce R Berkowitz owns 11,211,918 shares of TAL Education Group (TAL) as of May 26, 2010, with a value of $131 Million and a weighting of 46.77%. Bruce R Berkowitz also owns 2,699,694 shares of Seritage Growth Properties (SRG) as of January 25, 2018, with a value of $12 Million and a weighting of 4.27%. The other 2 stocks Winthrop Realty Trust Inc (FUR) , Sears Holdings Corp (SHLDQ) have a combined weighting of 1.56% among all his current holdings.
Latest Holdings of Bruce R Berkowitz
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
WTM | White Mountains Insurance Group Ltd | 2005-11-11 | 70,500 | 1,881.08 | 132,616,140 |
TAL | TAL Education Group | 2010-05-26 | 11,211,918 | 11.67 | 130,843,083 |
SRG | Seritage Growth Properties | 2018-01-25 | 2,699,694 | 4.43 | 11,959,644 |
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 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 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 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
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 3,387,900 shares made by Fairholme Funds Inc , and a net purchase of 2,895 shares made by Jorge Luis Gonzalez .
In summary, during the past 3 months, insiders sold 633,600 shares of The St. Joe Co (JOE) in total and bought 1,695 shares, with a net sale of 631,905 shares. During the past 18 months, 3,387,900 shares of The St. Joe Co (JOE) were sold and 2,895 shares were bought by its insiders, resulting in a net sale of 3,385,005 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.