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Barnes Dennig Private Wealth Management’s W.R. Berkley WRB Stock Holding History

Barnes Dennig Private Wealth 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
Q4 		– Sell
-190
Closed -$14.6K – 344
2025
Q3 		$14.6K Hold
190
– – 0.02% 207
2025
Q2 		$14K Buy
+190
New +$13.6K 0.02% 179

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Barnes Dennig Private Wealth Management's WRB Position: Q4 2025 in Review

Barnes Dennig Private Wealth Management sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 190 shares — an estimated $14.6K sold.

Barnes Dennig Private Wealth Management first reported a position in WRB in Q2 2025 and held it in 2 quarters. The position peaked at $14.6K in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

  • Barnes Dennig Private Wealth Management reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
  • Barnes Dennig Private Wealth Management sold 190 W.R. Berkley shares in Q4 2025, an estimated $14.6K.
  • Barnes Dennig Private Wealth Management first reported a position in W.R. Berkley in Q2 2025 and held it in 2 quarters.
  • Barnes Dennig Private Wealth Management's W.R. Berkley position peaked at $14.6K in Q3 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.