DZ Bank’s W.R. Berkley WRB Stock Holding History

DZ Bank’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	-1,431	Closed	-$110K	–	1049
2025 Q3	$110K	Hold	1,431	–	–	﹤0.01%	888
2025 Q2	$105K	Sell	1,431 -5,499	-79%	-$394K	﹤0.01%	870
2025 Q1	$493K	Sell	6,930 -4,392	-39%	-$269K	﹤0.01%	760
2024 Q4	$663K	Buy	+11,322	New	+$678K	﹤0.01%	706
2023 Q3	–	Sell	-31,815	Closed	-$1.26M	–	1077
2023 Q2	$1.26M	Sell	31,815 -36,875	-54%	-$1.45M	﹤0.01%	630
2023 Q1	$2.85M	Sell	68,690 -20,316	-23%	-$909K	﹤0.01%	532
2022 Q4	$4.31M	Sell	89,006 -43,968	-33%	-$2.12M	0.01%	474
2022 Q3	$5.72M	Buy	132,974 +121,197	+1,029%	+$5.26M	0.01%	414
2022 Q2	$536K	Buy	11,777 +10,428	+773%	+$474K	﹤0.01%	781
2022 Q1	$61K	Buy	+1,349	New	+$53.8K	﹤0.01%	937
2021 Q4	–	Sell	-2,657	Closed	-$86.4K	–	1146
2021 Q3	$86.4K	Buy	+2,657	New	+$87.6K	﹤0.01%	899

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 $3.37T AUM 44.26% 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

DZ Bank's WRB Position: Q4 2025 in Review

DZ Bank sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 1,431 shares — an estimated $110K sold.

DZ Bank first reported a position in WRB in Q3 2021 and held it in 11 quarters. The position peaked at $5.72M in Q3 2022. 950 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

DZ Bank reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
DZ Bank sold 1,431 W.R. Berkley shares in Q4 2025, an estimated $110K.
DZ Bank first reported a position in W.R. Berkley in Q3 2021 and held it in 11 quarters.
DZ Bank's W.R. Berkley position peaked at $5.72M in Q3 2022.
950 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on DZ Bank's 13F filing for Q4 2025, filed 17 Feb 2026.