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Brendel Financial Advisors’s W.R. Berkley WRB Stock Holding History

Brendel Financial 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
-2,737
Closed -$201K – 123
2025
Q2 		$201K Buy
+2,737
New +$196K 0.11% 100
2024
Q2 		– Sell
-29,244
Closed -$1.72M – 97
2024
Q1 		$1.72M Buy
29,244
+304
+1% +$16.4K 1.97% 23
2023
Q4 		$1.36M Buy
+28,940
New +$1.32M 0.89% 42

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

Brendel Financial Advisors's WRB Position: Q3 2025 in Review

Brendel Financial Advisors sold out of W.R. Berkley (WRB) in Q3 2025, closing a stake of 2,737 shares — an estimated $201K sold.

Brendel Financial Advisors first reported a position in WRB in Q4 2023 and held it in 3 quarters. The position peaked at $1.72M in Q1 2024. 933 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

  • Brendel Financial Advisors reported no remaining W.R. Berkley position as of Q3 2025 after selling out during the quarter.
  • Brendel Financial Advisors sold 2,737 W.R. Berkley shares in Q3 2025, an estimated $201K.
  • Brendel Financial Advisors first reported a position in W.R. Berkley in Q4 2023 and held it in 3 quarters.
  • Brendel Financial Advisors's W.R. Berkley position peaked at $1.72M in Q1 2024.
  • 933 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on Brendel Financial Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.