AXA Investment Managers’s W.R. Berkley WRB Stock Holding History

AXA Investment Managers’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	$3.7M	Buy	+48,321	New	+$3.44M	0.01%	633

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

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 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

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

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

AXA Investment Managers's WRB Position: Q3 2025 in Review

AXA Investment Managers opened a new position in W.R. Berkley (WRB) in Q3 2025: 48,321 shares worth $3.7M. The stake represents 0.01% of the portfolio and ranks #633 among its holdings.

930 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

AXA Investment Managers held 48,321 shares of W.R. Berkley worth $3.7M as of Q3 2025.
W.R. Berkley was a new AXA Investment Managers position in Q3 2025.
W.R. Berkley made up 0.01% of AXA Investment Managers's portfolio in Q3 2025, its #633 holding.
930 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on AXA Investment Managers's 13F filing for Q3 2025, filed 14 Nov 2025.