Alaska Permanent Fund’s W.R. Berkley WRB Stock Holding History

Alaska Permanent Fund’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 Q2	–	Sell	-111,446	Closed	-$7.99M	–	450
2025 Q1	$7.99M	Hold	111,446	–	–	0.11%	79
2024 Q4	$6.52M	Hold	111,446	–	–	0.1%	90
2024 Q3	$6.32M	Sell	111,446 -55,723	-33%	-$3.13M	0.09%	96
2024 Q2	$6.14M	Buy	167,169 +56,535	+51%	+$3.03M	0.09%	96
2024 Q1	$6.52M	Buy	110,634 +3,042	+3%	+$165K	0.1%	96
2023 Q4	$5.07M	Buy	107,592 +1,624	+2%	+$74K	0.08%	104
2023 Q3	$4.49M	Sell	105,968 -7,842	-7%	-$325K	0.08%	110
2023 Q2	$4.52M	Buy	+113,810	New	+$4.47M	0.09%	107

Other funds holding WRB

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Alaska Permanent Fund's WRB Position: Q2 2025 in Review

Alaska Permanent Fund sold out of W.R. Berkley (WRB) in Q2 2025, closing a stake of 111,446 shares — an estimated $7.99M sold.

Alaska Permanent Fund first reported a position in WRB in Q2 2023 and held it in 8 quarters. The position peaked at $7.99M in Q1 2025. 922 funds tracked by Wall St. Rank hold WRB as of Q2 2025.

Alaska Permanent Fund reported no remaining W.R. Berkley position as of Q2 2025 after selling out during the quarter.
Alaska Permanent Fund sold 111,446 W.R. Berkley shares in Q2 2025, an estimated $7.99M.
Alaska Permanent Fund first reported a position in W.R. Berkley in Q2 2023 and held it in 8 quarters.
Alaska Permanent Fund's W.R. Berkley position peaked at $7.99M in Q1 2025.
922 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2025.

Based on Alaska Permanent Fund's 13F filing for Q2 2025, filed 14 Aug 2025.