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AIMZ Investment Advisors’s W.R. Berkley WRB Stock Holding History

AIMZ Investment Advisors’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
-2,800
Closed -$215K – 144
2025
Q3 		$215K Hold
2,800
– – 0.07% 123
2025
Q2 		$206K Sell
2,800
-575
-17% -$41.2K 0.07% 125
2025
Q1 		$240K Buy
+3,375
New +$207K 0.08% 114

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 $3.37T AUM 44.26% 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

AIMZ Investment Advisors's WRB Position: Q4 2025 in Review

AIMZ Investment Advisors sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 2,800 shares — an estimated $215K sold.

AIMZ Investment Advisors first reported a position in WRB in Q1 2025 and held it in 3 quarters. The position peaked at $240K in Q1 2025. 950 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

  • AIMZ Investment Advisors reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
  • AIMZ Investment Advisors sold 2,800 W.R. Berkley shares in Q4 2025, an estimated $215K.
  • AIMZ Investment Advisors first reported a position in W.R. Berkley in Q1 2025 and held it in 3 quarters.
  • AIMZ Investment Advisors's W.R. Berkley position peaked at $240K in Q1 2025.
  • 950 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on AIMZ Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.