Ameritas Advisory Services’s W.R. Berkley WRB Stock Holding History

Ameritas Advisory Services’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	-1,314	Closed	-$101K	–	2118
2025 Q3	$101K	Buy	1,314 +1,112	+550%	+$79.2K	0.01%	839
2025 Q2	$14.8K	Buy	+202	New	+$14.5K	﹤0.01%	1857
2023 Q2	–	Sell	-1,973	Closed	-$81.8K	–	2527
2023 Q1	$81.8K	Buy	+1,973	New	+$88.3K	﹤0.01%	1079

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameritas Advisory Services's WRB Position: Q4 2025 in Review

Ameritas Advisory Services sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 1,314 shares — an estimated $101K sold.

Ameritas Advisory Services first reported a position in WRB in Q1 2023 and held it in 3 quarters. The position peaked at $101K in Q3 2025. 947 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

Ameritas Advisory Services reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 1,314 W.R. Berkley shares in Q4 2025, an estimated $101K.
Ameritas Advisory Services first reported a position in W.R. Berkley in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's W.R. Berkley position peaked at $101K in Q3 2025.
947 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.