Curated Wealth Partners’s W.R. Berkley WRB Stock Holding History

Curated Wealth 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 Q2	–	Sell	-2,815	Closed	-$200K	–	168
2025 Q1	$200K	Buy	+2,815	New	+$173K	0.03%	145

Other funds holding WRB

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Curated Wealth Partners's WRB Position: Q2 2025 in Review

Curated Wealth Partners sold out of W.R. Berkley (WRB) in Q2 2025, closing a stake of 2,815 shares — an estimated $200K sold.

Curated Wealth Partners first reported a position in WRB in Q1 2025 and held it in 1 quarter. The position peaked at $200K in Q1 2025. 923 funds tracked by Wall St. Rank hold WRB as of Q2 2025.

Curated Wealth Partners reported no remaining W.R. Berkley position as of Q2 2025 after selling out during the quarter.
Curated Wealth Partners sold 2,815 W.R. Berkley shares in Q2 2025, an estimated $200K.
Curated Wealth Partners first reported a position in W.R. Berkley in Q1 2025 and held it in 1 quarter.
Curated Wealth Partners's W.R. Berkley position peaked at $200K in Q1 2025.
923 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2025.

Based on Curated Wealth Partners's 13F filing for Q2 2025, filed 28 Jul 2025.