AMI Investment Management’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-2,614
| Closed | -$200K | – | 75 |
|
|
2025
Q3 | $200K | Sell |
2,614
-199
| -7% | -$14.2K | 0.05% | 69 |
|
|
2025
Q2 | $207K | Sell |
2,813
-245
| -8% | -$17.6K | 0.05% | 68 |
|
|
2025
Q1 | $218K | Buy |
+3,058
| New | +$187K | 0.07% | 61 |
|
|
2024
Q4 | – | Sell |
-3,552
| Closed | -$202K | – | 71 |
|
|
2024
Q3 | $202K | Sell |
3,552
-273
| -7% | -$15.3K | 0.07% | 68 |
|
|
2024
Q2 | $200K | Sell |
3,825
-599
| -14% | -$32.1K | 0.07% | 67 |
|
|
2024
Q1 | $261K | Sell |
4,424
-34
| -0.8% | -$1.84K | 0.09% | 62 |
|
|
2023
Q4 | $210K | Buy |
+4,458
| New | +$203K | 0.09% | 63 |
|
|
2023
Q2 | – | Sell |
-4,913
| Closed | -$204K | – | 60 |
|
|
2023
Q1 | $204K | Sell |
4,913
-1,566
| -24% | -$70.1K | 0.1% | 57 |
|
|
2022
Q4 | $313K | Hold |
6,479
| – | – | 0.16% | 53 |
|
|
2022
Q3 | $279K | Sell |
6,479
-270
| -4% | -$11.7K | 0.16% | 55 |
|
|
2022
Q2 | $307K | Sell |
6,749
-165
| -2% | -$7.5K | 0.15% | 62 |
|
|
2022
Q1 | $307K | Sell |
6,914
-111
| -2% | -$4.43K | 0.13% | 63 |
|
|
2021
Q4 | $257K | Sell |
7,025
-398
| -5% | -$14.1K | 0.1% | 67 |
|
|
2021
Q3 | $241K | Hold |
7,423
| – | – | 0.1% | 66 |
|
|
2021
Q2 | $246K | Hold |
7,423
| – | – | 0.1% | 67 |
|
|
2021
Q1 | $249K | Sell |
7,423
-27
| -0.4% | -$833 | 0.1% | 68 |
|
|
2020
Q4 | $220K | Sell |
7,450
-1,676
| -18% | -$48.3K | 0.1% | 70 |
|
|
2020
Q3 | $248K | Sell |
9,126
-259
| -3% | -$7.1K | 0.13% | 66 |
|
|
2020
Q2 | $239K | Sell |
9,385
-20,250
| -68% | -$497K | 0.13% | 66 |
|
|
2020
Q1 | $687K | Sell |
29,635
-18,776
| -39% | -$559K | 0.41% | 53 |
|
|
2019
Q4 | $1.49M | Sell |
48,411
-1,085
| -2% | -$33.5K | 0.64% | 46 |
|
|
2019
Q3 | $1.59M | Sell |
49,496
-50,613
| -51% | -$1.58M | 0.74% | 40 |
|
|
2019
Q2 | $2.93M | Sell |
100,109
-35,107
| -26% | -$961K | 1.5% | 25 |
|
|
2019
Q1 | $3.39M | Sell |
135,216
-304
| -0.2% | -$7.17K | 1.79% | 22 |
|
|
2018
Q4 | $2.97M | Sell |
135,520
-12,298
| -8% | -$276K | 1.75% | 25 |
|
|
2018
Q3 | $3.5M | Sell |
147,818
-60,497
| -29% | -$1.37M | 1.82% | 20 |
|
|
2018
Q2 | $4.47M | Sell |
208,315
-11,330
| -5% | -$252K | 2.36% | 13 |
|
|
2018
Q1 | $4.73M | Hold |
219,645
| – | – | 2.87% | 10 |
|
|
2017
Q4 | $4.66M | Hold |
219,645
| – | – | 2.79% | 12 |
|
|
2017
Q3 | $4.34M | Hold |
219,645
| – | – | 2.71% | 12 |
|
|
2017
Q2 | $4.5M | Sell |
219,645
-3,409
| -2% | -$69K | 2.92% | 12 |
|
|
2017
Q1 | $4.67M | Sell |
223,054
-1,181
| -0.5% | -$24.3K | 3% | 11 |
|
|
2016
Q4 | $4.42M | Hold |
224,235
| – | – | 2.93% | 9 |
|
|
2016
Q3 | $3.84M | Sell |
224,235
-759
| -0.3% | -$13.1K | 2.71% | 12 |
|
|
2016
Q2 | $4M | Hold |
224,994
| – | – | 2.96% | 10 |
|
|
2016
Q1 | $3.75M | Hold |
224,994
| – | – | 2.91% | 10 |
|
|
2015
Q4 | $3.65M | Sell |
224,994
-827
| -0.4% | -$13.5K | 2.88% | 12 |
|
|
2015
Q3 | $3.64M | Sell |
225,821
-61,375
| -21% | -$1.01M | 3.18% | 10 |
|
|
2015
Q2 | $4.42M | Sell |
287,196
-30,881
| -10% | -$460K | 3.66% | 8 |
|
|
2015
Q1 | $4.76M | Sell |
318,077
-1,519
| -0.5% | -$22.6K | 3.79% | 7 |
|
|
2014
Q4 | $4.85M | Sell |
319,596
-692
| -0.2% | -$10.4K | 3.95% | 9 |
|
|
2014
Q3 | $4.54M | Hold |
320,288
| – | – | 3.87% | 9 |
|
|
2014
Q2 | $4.39M | Hold |
320,288
| – | – | 3.77% | 11 |
|
|
2014
Q1 | $3.95M | Hold |
320,288
| – | – | 3.36% | 14 |
|
|
2013
Q4 | $4.12M | Sell |
320,288
-4,218
| -1% | -$54.1K | 3.58% | 11 |
|
|
2013
Q3 | $4.12M | Sell |
324,506
-2,025
| -0.6% | -$25.4K | 3.09% | 12 |
|
|
2013
Q2 | $3.95M | Buy |
+326,531
| New | +$4.11M | 3.62% | 11 |
|
Other funds holding WRB
MSI
AMI Investment Management's WRB Position: Q4 2025 in Review
AMI Investment Management sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 2,614 shares — an estimated $200K sold.
AMI Investment Management first reported a position in WRB in Q2 2013 and held it in 47 quarters. The position peaked at $4.85M in Q4 2014. 948 funds tracked by Wall St. Rank hold WRB as of Q4 2025.
- AMI Investment Management reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
- AMI Investment Management sold 2,614 W.R. Berkley shares in Q4 2025, an estimated $200K.
- AMI Investment Management first reported a position in W.R. Berkley in Q2 2013 and held it in 47 quarters.
- AMI Investment Management's W.R. Berkley position peaked at $4.85M in Q4 2014.
- 948 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.
Based on AMI Investment Management's 13F filing for Q4 2025, filed 14 Jan 2026.