Churchill Management’s W.R. Berkley WRB Stock Holding History

Churchill Management’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	$24.5M	Sell	333,164 -824	-0.2%	-$59.1K	0.27%	33
2025 Q1	$23.8M	Sell	333,988 -1,289	-0.4%	-$79K	0.3%	27
2024 Q4	$19.6M	Buy	335,277 +1,210	+0.4%	+$72.5K	0.21%	34
2024 Q3	$19M	Buy	334,067 +3,332	+1%	+$187K	0.22%	40
2024 Q2	$17.3M	Buy	330,735 +3,148	+1%	+$169K	0.2%	39
2024 Q1	$19.3M	Buy	327,587 +3,057	+0.9%	+$165K	0.24%	37
2023 Q4	$15.3M	Buy	+324,530	New	+$14.8M	0.24%	37
2023 Q2	–	Sell	-116,775	Closed	-$4.85M	–	164
2023 Q1	$4.85M	Sell	116,775 -2,501	-2%	-$112K	0.1%	94
2022 Q4	$5.77M	Sell	119,276 -9,820	-8%	-$474K	0.14%	78
2022 Q3	$5.56M	Sell	129,096 -176	-0.1%	-$7.64K	0.15%	82
2022 Q2	$5.88M	Sell	129,272 -102	-0.1%	-$4.64K	0.15%	83
2022 Q1	$5.74M	Buy	+129,374	New	+$5.16M	0.1%	101

Other funds holding WRB

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Churchill Management's WRB Position: Q2 2025 in Review

Churchill Management reduced its W.R. Berkley (WRB) stake by 0.25% in Q2 2025, selling an estimated $59.1K and leaving 333,164 shares worth $24.5M. The position accounts for 0.27% of the portfolio, ranked #33.

Churchill Management first reported a position in WRB in Q1 2022 and has held it in 12 quarters since. 920 funds tracked by Wall St. Rank hold WRB as of Q2 2025.

Churchill Management held 333,164 shares of W.R. Berkley worth $24.5M as of Q2 2025.
Churchill Management sold 824 W.R. Berkley shares in Q2 2025, an estimated $59.1K.
W.R. Berkley made up 0.27% of Churchill Management's portfolio in Q2 2025, its #33 holding.
Churchill Management first reported a position in W.R. Berkley in Q1 2022 and has held it in 12 quarters since.
920 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2025.

Based on Churchill Management's 13F filing for Q2 2025, filed 18 Jul 2025.