Aristides Capital’s W.R. Berkley WRB Stock Holding History

Aristides Capital’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	-23,000	Closed	-$1.64M	–	282
2025 Q1	$1.64M	Buy	+23,000	New	+$1.41M	0.48%	45

Other funds holding WRB

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Aristides Capital's WRB Position: Q2 2025 in Review

Aristides Capital sold out of W.R. Berkley (WRB) in Q2 2025, closing a stake of 23,000 shares — an estimated $1.64M sold.

Aristides Capital first reported a position in WRB in Q1 2025 and held it in 1 quarter. The position peaked at $1.64M in Q1 2025. 919 funds tracked by Wall St. Rank hold WRB as of Q2 2025.

Aristides Capital reported no remaining W.R. Berkley position as of Q2 2025 after selling out during the quarter.
Aristides Capital sold 23,000 W.R. Berkley shares in Q2 2025, an estimated $1.64M.
Aristides Capital first reported a position in W.R. Berkley in Q1 2025 and held it in 1 quarter.
Aristides Capital's W.R. Berkley position peaked at $1.64M in Q1 2025.
919 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2025.

Based on Aristides Capital's 13F filing for Q2 2025, filed 13 Aug 2025.