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
2017 Q2	–	Sell	-84	Closed	-$28K	–	573
2017 Q1	$28K	Buy	+84	New	+$1.73K	﹤0.01%	347

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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. 947 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.
947 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.