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CHB Investment Group’s W.R. Berkley WRB Stock Holding History

CHB Investment Group’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
Q2 		$3.85M Buy
52,345
+1,788
+4% +$128K 1.96% 9
2025
Q1 		$3.6M Buy
50,557
+172
+0.3% +$10.5K 1.91% 8
2024
Q4 		$2.95M Sell
50,385
-386
-0.8% -$23.1K 1.6% 16
2024
Q3 		$2.88M Buy
+50,771
New +$2.85M 1.53% 26

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CHB Investment Group's WRB Position: Q2 2025 in Review

CHB Investment Group increased its W.R. Berkley (WRB) stake by 3.5% in Q2 2025, buying an estimated $128K and bringing the position to 52,345 shares worth $3.85M. The position accounts for 1.96% of the portfolio, ranked #9.

CHB Investment Group first reported a position in WRB in Q3 2024 and has held it in 4 quarters since. 922 funds tracked by Wall St. Rank hold WRB as of Q2 2025.

  • CHB Investment Group held 52,345 shares of W.R. Berkley worth $3.85M as of Q2 2025.
  • CHB Investment Group bought 1,788 W.R. Berkley shares in Q2 2025, an estimated $128K.
  • W.R. Berkley made up 1.96% of CHB Investment Group's portfolio in Q2 2025, its #9 holding.
  • CHB Investment Group first reported a position in W.R. Berkley in Q3 2024 and has held it in 4 quarters since.
  • 922 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2025.

Based on CHB Investment Group's 13F filing for Q2 2025, filed 15 Jul 2025.