AIM
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Achmea Investment Management’s W.R. Berkley WRB Stock Holding History

Achmea Investment Management’s Portfolio WRB Stock Details WRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-30,417
Closed -$2.33M – 311
2025
Q3 		$2.33M Buy
30,417
+2,871
+10% +$204K 0.03% 250
2025
Q2 		$2.02M Hold
27,546
– – 0.03% 276
2025
Q1 		$1.96M Hold
27,546
– – 0.03% 275
2024
Q4 		$1.61M Buy
27,546
+2,888
+12% +$173K 0.03% 306
2024
Q3 		$1.4M Sell
24,658
-1,604
-6% -$90.1K 0.02% 338
2024
Q2 		$1.38M Buy
26,262
+3,442
+15% +$184K 0.02% 331
2024
Q1 		$1.35M Hold
22,820
– – 0.03% 339
2023
Q4 		$1.08M Sell
22,820
-10,929
-32% -$498K 0.02% 380
2023
Q3 		$1.43M Sell
33,749
-41,823
-55% -$1.73M 0.03% 355
2023
Q2 		$3M Sell
75,572
-67,950
-47% -$2.67M 0.06% 291
2023
Q1 		$5.96M Buy
143,522
+14,312
+11% +$640K 0.17% 144
2022
Q4 		$5.86M Sell
129,210
-1,040
-0.8% -$50.2K 0.2% 143
2022
Q3 		$5.61M Buy
130,250
+67,275
+107% +$2.92M 0.2% 133
2022
Q2 		$2.87M Buy
62,975
+24,509
+64% +$1.11M 0.09% 234
2022
Q1 		$1.71M Buy
+38,466
New +$1.53M 0.04% 358
2020
Q1 		– Sell
-37,706
Closed -$1.16M – 565
2019
Q4 		$1.16M Hold
37,706
– – 0.04% 341
2019
Q3 		$1.21M Buy
+37,706
New +$1.18M 0.05% 330

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Achmea Investment Management's WRB Position: Q4 2025 in Review

Achmea Investment Management sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 30,417 shares — an estimated $2.33M sold.

Achmea Investment Management first reported a position in WRB in Q3 2019 and held it in 17 quarters. The position peaked at $5.96M in Q1 2023. 951 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

  • Achmea Investment Management reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
  • Achmea Investment Management sold 30,417 W.R. Berkley shares in Q4 2025, an estimated $2.33M.
  • Achmea Investment Management first reported a position in W.R. Berkley in Q3 2019 and held it in 17 quarters.
  • Achmea Investment Management's W.R. Berkley position peaked at $5.96M in Q1 2023.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on Achmea Investment Management's 13F filing for Q4 2025, filed 18 Feb 2026.