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Clarius Group LLC’s W.R. Berkley WRB Stock Holding History

Clarius Group LLC’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
-2,790
Closed -$214K – 411
2025
Q3 		$214K Sell
2,790
-811
-23% -$57.7K 0.01% 368
2025
Q2 		$265K Buy
3,601
+32
+0.9% +$2.29K 0.02% 390
2025
Q1 		$254K Buy
3,569
+19
+0.5% +$1.16K 0.02% 395
2024
Q4 		$208K Buy
3,550
+1
+0% +$60 0.01% 420
2024
Q3 		$201K Buy
+3,549
New +$199K 0.01% 432
2024
Q2 		– Sell
-3,735
Closed -$220K – 499
2024
Q1 		$220K Buy
+3,735
New +$202K 0.02% 427
2023
Q3 		– Sell
-5,505
Closed -$219K – 513
2023
Q2 		$219K Buy
+5,505
New +$216K 0.02% 467

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clarius Group LLC's WRB Position: Q4 2025 in Review

Clarius Group LLC sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 2,790 shares — an estimated $214K sold.

Clarius Group LLC first reported a position in WRB in Q2 2023 and held it in 7 quarters. The position peaked at $265K in Q2 2025. 948 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

  • Clarius Group LLC reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
  • Clarius Group LLC sold 2,790 W.R. Berkley shares in Q4 2025, an estimated $214K.
  • Clarius Group LLC first reported a position in W.R. Berkley in Q2 2023 and held it in 7 quarters.
  • Clarius Group LLC's W.R. Berkley position peaked at $265K in Q2 2025.
  • 948 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.