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Arvest Bank Trust Division’s W.R. Berkley WRB Stock Holding History

Arvest Bank Trust Division’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
Q3 		– Sell
-3,321
Closed -$244K – 218
2025
Q2 		$244K Buy
3,321
+58
+2% +$4.16K 0.01% 173
2025
Q1 		$232K Buy
+3,263
New +$200K 0.01% 158

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Arvest Bank Trust Division's WRB Position: Q3 2025 in Review

Arvest Bank Trust Division sold out of W.R. Berkley (WRB) in Q3 2025, closing a stake of 3,321 shares — an estimated $244K sold.

Arvest Bank Trust Division first reported a position in WRB in Q1 2025 and held it in 2 quarters. The position peaked at $244K in Q2 2025. 934 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

  • Arvest Bank Trust Division reported no remaining W.R. Berkley position as of Q3 2025 after selling out during the quarter.
  • Arvest Bank Trust Division sold 3,321 W.R. Berkley shares in Q3 2025, an estimated $244K.
  • Arvest Bank Trust Division first reported a position in W.R. Berkley in Q1 2025 and held it in 2 quarters.
  • Arvest Bank Trust Division's W.R. Berkley position peaked at $244K in Q2 2025.
  • 934 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on Arvest Bank Trust Division's 13F filing for Q3 2025, filed 7 Nov 2025.