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Applied Finance Capital Management’s W.R. Berkley WRB Stock Holding History

Applied Finance Capital Management’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
Q1 		– Sell
-9,305
Closed -$545K – 329
2024
Q4 		$545K Buy
+9,305
New +$557K 0.02% 193

Other funds holding WRB

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Applied Finance Capital Management's WRB Position: Q1 2025 in Review

Applied Finance Capital Management sold out of W.R. Berkley (WRB) in Q1 2025, closing a stake of 9,305 shares — an estimated $545K sold.

Applied Finance Capital Management first reported a position in WRB in Q4 2024 and held it in 1 quarter. The position peaked at $545K in Q4 2024. 917 funds tracked by Wall St. Rank hold WRB as of Q1 2025.

  • Applied Finance Capital Management reported no remaining W.R. Berkley position as of Q1 2025 after selling out during the quarter.
  • Applied Finance Capital Management sold 9,305 W.R. Berkley shares in Q1 2025, an estimated $545K.
  • Applied Finance Capital Management first reported a position in W.R. Berkley in Q4 2024 and held it in 1 quarter.
  • Applied Finance Capital Management's W.R. Berkley position peaked at $545K in Q4 2024.
  • 917 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2025.

Based on Applied Finance Capital Management's 13F filing for Q1 2025, filed 7 May 2025.