E.S. Barr & Co’s W.R. Berkley WRB Stock Holding History

E.S. Barr & Co’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	-2,812	Closed	-$215K	–	139
2025 Q3	$215K	Hold	2,812	–	–	0.01%	111
2025 Q2	$207K	Hold	2,812	–	–	0.01%	111
2025 Q1	$200K	Buy	+2,812	New	+$172K	0.01%	102

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

E.S. Barr & Co's WRB Position: Q4 2025 in Review

E.S. Barr & Co sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 2,812 shares — an estimated $215K sold.

E.S. Barr & Co first reported a position in WRB in Q1 2025 and held it in 3 quarters. The position peaked at $215K in Q3 2025. 947 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

E.S. Barr & Co reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
E.S. Barr & Co sold 2,812 W.R. Berkley shares in Q4 2025, an estimated $215K.
E.S. Barr & Co first reported a position in W.R. Berkley in Q1 2025 and held it in 3 quarters.
E.S. Barr & Co's W.R. Berkley position peaked at $215K in Q3 2025.
947 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on E.S. Barr & Co's 13F filing for Q4 2025, filed 5 Feb 2026.