Dorsey & Whitney Trust’s W.R. Berkley WRB Stock Holding History

Dorsey & Whitney Trust’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	-2,968	Closed	-$211K	–	713
2025 Q1	$211K	Buy	+2,968	New	+$182K	0.01%	625

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

Dorsey & Whitney Trust's WRB Position: Q2 2025 in Review

Dorsey & Whitney Trust sold out of W.R. Berkley (WRB) in Q2 2025, closing a stake of 2,968 shares — an estimated $211K sold.

Dorsey & Whitney Trust first reported a position in WRB in Q1 2025 and held it in 1 quarter. The position peaked at $211K in Q1 2025. 923 funds tracked by Wall St. Rank hold WRB as of Q2 2025.

Dorsey & Whitney Trust reported no remaining W.R. Berkley position as of Q2 2025 after selling out during the quarter.
Dorsey & Whitney Trust sold 2,968 W.R. Berkley shares in Q2 2025, an estimated $211K.
Dorsey & Whitney Trust first reported a position in W.R. Berkley in Q1 2025 and held it in 1 quarter.
Dorsey & Whitney Trust's W.R. Berkley position peaked at $211K in Q1 2025.
923 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2025.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2025, filed 11 Aug 2025.