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Coho Partners’s W.R. Berkley WRB Stock Holding History

Coho Partners’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
Q3 		$29.7M Sell
387,851
-293,301
-43% -$20.9M 3.81% 11
2025
Q2 		$50M Sell
681,152
-126,626
-16% -$9.08M 3.73% 9
2025
Q1 		$57.5M Sell
807,778
-320,600
-28% -$19.6M 3.47% 15
2024
Q4 		$66M Buy
+1,128,378
New +$67.6M 3.04% 19

Other funds holding WRB

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
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Coho Partners's WRB Position: Q3 2025 in Review

Coho Partners reduced its W.R. Berkley (WRB) stake by 43% in Q3 2025, selling an estimated $20.9M and leaving 387,851 shares worth $29.7M. The position accounts for 3.81% of the portfolio, ranked #11.

Coho Partners first reported a position in WRB in Q4 2024 and has held it in 4 quarters since. The position peaked at $66M in Q4 2024. 930 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

  • Coho Partners held 387,851 shares of W.R. Berkley worth $29.7M as of Q3 2025.
  • Coho Partners sold 293,301 W.R. Berkley shares in Q3 2025, an estimated $20.9M.
  • W.R. Berkley made up 3.81% of Coho Partners's portfolio in Q3 2025, its #11 holding.
  • Coho Partners first reported a position in W.R. Berkley in Q4 2024 and has held it in 4 quarters since.
  • Coho Partners's W.R. Berkley position peaked at $66M in Q4 2024.
  • 930 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on Coho Partners's 13F filing for Q3 2025, filed 14 Oct 2025.