Avalon Trust’s W.R. Berkley WRB Stock Holding History

Avalon Trust’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	-1,518	Closed	-$116K	–	623
2025 Q3	$116K	Buy	+1,518	New	+$108K	0.01%	210

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Avalon Trust's WRB Position: Q4 2025 in Review

Avalon Trust sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 1,518 shares — an estimated $116K sold.

Avalon Trust first reported a position in WRB in Q3 2025 and held it in 1 quarter. The position peaked at $116K in Q3 2025. 950 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

Avalon Trust reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
Avalon Trust sold 1,518 W.R. Berkley shares in Q4 2025, an estimated $116K.
Avalon Trust first reported a position in W.R. Berkley in Q3 2025 and held it in 1 quarter.
Avalon Trust's W.R. Berkley position peaked at $116K in Q3 2025.
950 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on Avalon Trust's 13F filing for Q4 2025, filed 9 Feb 2026.