CIS
WRB icon

Custom Index Systems’s W.R. Berkley WRB Stock Holding History

Custom Index Systems’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
Q1 		– Sell
-13,001
Closed -$761K – 362
2024
Q4 		$761K Buy
13,001
+426
+3% +$25.5K 0.41% 72
2024
Q3 		$713K Buy
12,575
+4,256
+51% +$239K 0.39% 82
2024
Q2 		$436K Buy
+8,319
New +$446K 0.25% 112

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Custom Index Systems's WRB Position: Q1 2025 in Review

Custom Index Systems sold out of W.R. Berkley (WRB) in Q1 2025, closing a stake of 13,001 shares — an estimated $761K sold.

Custom Index Systems first reported a position in WRB in Q2 2024 and held it in 3 quarters. The position peaked at $761K in Q4 2024. 916 funds tracked by Wall St. Rank hold WRB as of Q1 2025.

  • Custom Index Systems reported no remaining W.R. Berkley position as of Q1 2025 after selling out during the quarter.
  • Custom Index Systems sold 13,001 W.R. Berkley shares in Q1 2025, an estimated $761K.
  • Custom Index Systems first reported a position in W.R. Berkley in Q2 2024 and held it in 3 quarters.
  • Custom Index Systems's W.R. Berkley position peaked at $761K in Q4 2024.
  • 916 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2025.

Based on Custom Index Systems's 13F filing for Q1 2025, filed 14 May 2025.