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

Bayforest 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 Q4	–	Sell	-1,457	Closed	-$112K	–	983
2025 Q3	$112K	Sell	1,457 -1,650	-53%	-$117K	0.05%	505
2025 Q2	$228K	Sell	3,107 -15,089	-83%	-$1.08M	0.1%	351
2025 Q1	$1.29M	Buy	18,196 +17,380	+2,130%	+$1.07M	0.56%	12
2024 Q4	$47.8K	Buy	+816	New	+$48.9K	0.06%	480

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

Bayforest Capital's WRB Position: Q4 2025 in Review

Bayforest Capital sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 1,457 shares — an estimated $112K sold.

Bayforest Capital first reported a position in WRB in Q4 2024 and held it in 4 quarters. The position peaked at $1.29M in Q1 2025. 950 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

Bayforest Capital reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
Bayforest Capital sold 1,457 W.R. Berkley shares in Q4 2025, an estimated $112K.
Bayforest Capital first reported a position in W.R. Berkley in Q4 2024 and held it in 4 quarters.
Bayforest Capital's W.R. Berkley position peaked at $1.29M in Q1 2025.
950 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on Bayforest Capital's 13F filing for Q4 2025, filed 27 Jan 2026.