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Bellwether Advisors’s W.R. Berkley WRB Stock Holding History

Bellwether Advisors’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
-344
Closed -$25.3K – 580
2025
Q2 		$25.3K Buy
+344
New +$24.7K ﹤0.01% 274
2023
Q2 		– Sell
-1,539
Closed -$63.9K – 454
2023
Q1 		$63.9K Hold
1,539
– – 0.02% 175
2022
Q4 		$74.5K Sell
1,539
-27,371
-95% -$1.32M 0.02% 167
2022
Q3 		$1.24M Sell
28,910
-3,202
-10% -$139K 0.41% 50
2022
Q2 		$1.46M Buy
32,112
+31,777
+9,486% +$1.44M 0.47% 48
2022
Q1 		$14K Hold
335
– – ﹤0.01% 288
2021
Q4 		$12K Hold
335
– – ﹤0.01% 319
2021
Q3 		$10K Buy
+335
New +$11K ﹤0.01% 311

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 $3.37T AUM 44.26% 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

Bellwether Advisors's WRB Position: Q3 2025 in Review

Bellwether Advisors sold out of W.R. Berkley (WRB) in Q3 2025, closing a stake of 344 shares — an estimated $25.3K sold.

Bellwether Advisors first reported a position in WRB in Q3 2021 and held it in 8 quarters. The position peaked at $1.46M in Q2 2022. 933 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

  • Bellwether Advisors reported no remaining W.R. Berkley position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 344 W.R. Berkley shares in Q3 2025, an estimated $25.3K.
  • Bellwether Advisors first reported a position in W.R. Berkley in Q3 2021 and held it in 8 quarters.
  • Bellwether Advisors's W.R. Berkley position peaked at $1.46M in Q2 2022.
  • 933 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.