Advisors Preferred’s W.R. Berkley WRB Stock Holding History

Advisors Preferred’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	-3,114	Closed	-$235K	–	317
2025 Q3	$235K	Buy	+3,114	New	+$222K	0.03%	184
2024 Q2	–	Sell	-56,124	Closed	-$3.27M	–	240
2024 Q1	$3.27M	Buy	+56,124	New	+$3.04M	0.55%	42

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advisors Preferred's WRB Position: Q4 2025 in Review

Advisors Preferred sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 3,114 shares — an estimated $235K sold.

Advisors Preferred first reported a position in WRB in Q1 2024 and held it in 2 quarters. The position peaked at $3.27M in Q1 2024. 950 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

Advisors Preferred reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
Advisors Preferred sold 3,114 W.R. Berkley shares in Q4 2025, an estimated $235K.
Advisors Preferred first reported a position in W.R. Berkley in Q1 2024 and held it in 2 quarters.
Advisors Preferred's W.R. Berkley position peaked at $3.27M in Q1 2024.
950 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on Advisors Preferred's 13F filing for Q4 2025, filed 2 Feb 2026.