Catalyst Capital Advisors’s W.R. Berkley WRB Stock Holding History

Catalyst Capital 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 Q4	–	Sell	-434	Closed	-$33.3K	–	463
2025 Q3	$33.3K	Buy	+434	New	+$30.9K	﹤0.01%	401
2025 Q2	–	Sell	-527	Closed	-$37.5K	–	479
2025 Q1	$37.5K	Sell	527 -199	-27%	-$12.2K	﹤0.01%	389
2024 Q4	$42.5K	Buy	+726	New	+$43.5K	﹤0.01%	394
2022 Q2	–	Sell	-1,290	Closed	-$57K	–	402
2022 Q1	$57K	Buy	+1,290	New	+$51.4K	﹤0.01%	302

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 $3.38T AUM 44.17% 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

Catalyst Capital Advisors's WRB Position: Q4 2025 in Review

Catalyst Capital Advisors sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 434 shares — an estimated $33.3K sold.

Catalyst Capital Advisors first reported a position in WRB in Q1 2022 and held it in 4 quarters. The position peaked at $57K in Q1 2022. 951 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

Catalyst Capital Advisors reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
Catalyst Capital Advisors sold 434 W.R. Berkley shares in Q4 2025, an estimated $33.3K.
Catalyst Capital Advisors first reported a position in W.R. Berkley in Q1 2022 and held it in 4 quarters.
Catalyst Capital Advisors's W.R. Berkley position peaked at $57K in Q1 2022.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on Catalyst Capital Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.