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Chase Investment Counsel’s W.R. Berkley WRB Stock Holding History

Chase Investment Counsel’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
Q1 		– Sell
-22,912
Closed -$1.34M – 153
2024
Q4 		$1.34M Hold
22,912
– – 0.43% 57
2024
Q3 		$1.3M Sell
22,912
-3,965
-15% -$223K 0.43% 62
2024
Q2 		$1.41M Hold
26,877
– – 0.5% 52
2024
Q1 		$1.58M Buy
+26,877
New +$1.45M 0.59% 51

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Chase Investment Counsel's WRB Position: Q1 2025 in Review

Chase Investment Counsel sold out of W.R. Berkley (WRB) in Q1 2025, closing a stake of 22,912 shares — an estimated $1.34M sold.

Chase Investment Counsel first reported a position in WRB in Q1 2024 and held it in 4 quarters. The position peaked at $1.58M in Q1 2024. 917 funds tracked by Wall St. Rank hold WRB as of Q1 2025.

  • Chase Investment Counsel reported no remaining W.R. Berkley position as of Q1 2025 after selling out during the quarter.
  • Chase Investment Counsel sold 22,912 W.R. Berkley shares in Q1 2025, an estimated $1.34M.
  • Chase Investment Counsel first reported a position in W.R. Berkley in Q1 2024 and held it in 4 quarters.
  • Chase Investment Counsel's W.R. Berkley position peaked at $1.58M in Q1 2024.
  • 917 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2025.

Based on Chase Investment Counsel's 13F filing for Q1 2025, filed 12 May 2025.