Carolina Wealth Advisors’s W.R. Berkley WRB Stock Holding History

Carolina Wealth 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	-21	Closed	-$1.54K	–	302
2025 Q2	$1.54K	Hold	21	–	–	﹤0.01%	228
2025 Q1	$1.49K	Hold	21	–	–	﹤0.01%	240
2024 Q4	$1.23K	Hold	21	–	–	﹤0.01%	253
2024 Q3	$1.19K	Buy	+21	New	+$1.18K	﹤0.01%	297

Other funds holding WRB

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

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Carolina Wealth Advisors's WRB Position: Q3 2025 in Review

Carolina Wealth Advisors sold out of W.R. Berkley (WRB) in Q3 2025, closing a stake of 21 shares — an estimated $1.54K sold.

Carolina Wealth Advisors first reported a position in WRB in Q3 2024 and held it in 4 quarters. The position peaked at $1.54K in Q2 2025. 933 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

Carolina Wealth Advisors reported no remaining W.R. Berkley position as of Q3 2025 after selling out during the quarter.
Carolina Wealth Advisors sold 21 W.R. Berkley shares in Q3 2025, an estimated $1.54K.
Carolina Wealth Advisors first reported a position in W.R. Berkley in Q3 2024 and held it in 4 quarters.
Carolina Wealth Advisors's W.R. Berkley position peaked at $1.54K in Q2 2025.
933 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on Carolina Wealth Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.