Edgestream Partners’s W.R. Berkley WRB Stock Holding History

Edgestream 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 Q4	–	Sell	-15,010	Closed	-$1.15M	–	1163
2025 Q3	$1.15M	Buy	+15,010	New	+$1.07M	0.03%	611
2025 Q2	–	Sell	-86,664	Closed	-$6.17M	–	1091
2025 Q1	$6.17M	Buy	+86,664	New	+$5.31M	0.21%	170
2024 Q4	–	Sell	-39,879	Closed	-$2.26M	–	1125
2024 Q3	$2.26M	Buy	+39,879	New	+$2.24M	0.1%	364
2024 Q2	–	Sell	-27,495	Closed	-$1.62M	–	1065
2024 Q1	$1.62M	Sell	27,495 -3,572	-11%	-$193K	0.08%	387
2023 Q4	$1.46M	Buy	+31,067	New	+$1.42M	0.11%	325
2023 Q1	–	Sell	-40,085	Closed	-$1.94M	–	670
2022 Q4	$1.94M	Sell	40,085 -52,186	-57%	-$2.52M	0.22%	151
2022 Q3	$3.97M	Buy	+92,271	New	+$4.01M	0.31%	109

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

Edgestream Partners's WRB Position: Q4 2025 in Review

Edgestream Partners sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 15,010 shares — an estimated $1.15M sold.

Edgestream Partners first reported a position in WRB in Q3 2022 and held it in 7 quarters. The position peaked at $6.17M in Q1 2025. 947 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

Edgestream Partners reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
Edgestream Partners sold 15,010 W.R. Berkley shares in Q4 2025, an estimated $1.15M.
Edgestream Partners first reported a position in W.R. Berkley in Q3 2022 and held it in 7 quarters.
Edgestream Partners's W.R. Berkley position peaked at $6.17M in Q1 2025.
947 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on Edgestream Partners's 13F filing for Q4 2025, filed 13 Feb 2026.