Convergence Investment Partners’s W.R. Berkley WRB Stock Holding History

Convergence Investment 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 Q4	–	Sell	-13,731	Closed	-$1.05M	–	304
2025 Q3	$1.05M	Sell	13,731 -4,686	-25%	-$334K	0.24%	152
2025 Q2	$1.35M	Buy	18,417 +3,422	+23%	+$245K	0.34%	96
2025 Q1	$1.07M	Buy	+14,995	New	+$919K	0.3%	120
2022 Q3	–	Sell	-3,725	Closed	-$169K	–	255
2022 Q2	$169K	Buy	+3,725	New	+$169K	0.1%	174
2020 Q1	–	Sell	-33,316	Closed	-$1.02M	–	272
2019 Q4	$1.02M	Buy	33,316 +2,540	+8%	+$78.4K	0.29%	125
2019 Q3	$988K	Buy	+30,776	New	+$961K	0.28%	139
2015 Q1	–	Sell	-101,321	Closed	-$1.54M	–	424
2014 Q4	$1.54M	Buy	+101,321	New	+$1.52M	0.21%	171

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Convergence Investment Partners's WRB Position: Q4 2025 in Review

Convergence Investment Partners sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 13,731 shares — an estimated $1.05M sold.

Convergence Investment Partners first reported a position in WRB in Q4 2014 and held it in 7 quarters. The position peaked at $1.54M in Q4 2014. 951 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

Convergence Investment Partners reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
Convergence Investment Partners sold 13,731 W.R. Berkley shares in Q4 2025, an estimated $1.05M.
Convergence Investment Partners first reported a position in W.R. Berkley in Q4 2014 and held it in 7 quarters.
Convergence Investment Partners's W.R. Berkley position peaked at $1.54M in Q4 2014.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on Convergence Investment Partners's 13F filing for Q4 2025, filed 5 Feb 2026.