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Fieldview Capital Management’s W.R. Berkley WRB Stock Holding History

Fieldview Capital Management’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
-56,918
Closed -$3.33M – 613
2024
Q4 		$3.33M Buy
+56,918
New +$3.41M 0.51% 59

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 $3.38T AUM 44.17% 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

Fieldview Capital Management's WRB Position: Q1 2025 in Review

Fieldview Capital Management sold out of W.R. Berkley (WRB) in Q1 2025, closing a stake of 56,918 shares — an estimated $3.33M sold.

Fieldview Capital Management first reported a position in WRB in Q4 2024 and held it in 1 quarter. The position peaked at $3.33M in Q4 2024. 917 funds tracked by Wall St. Rank hold WRB as of Q1 2025.

  • Fieldview Capital Management reported no remaining W.R. Berkley position as of Q1 2025 after selling out during the quarter.
  • Fieldview Capital Management sold 56,918 W.R. Berkley shares in Q1 2025, an estimated $3.33M.
  • Fieldview Capital Management first reported a position in W.R. Berkley in Q4 2024 and held it in 1 quarter.
  • Fieldview Capital Management's W.R. Berkley position peaked at $3.33M in Q4 2024.
  • 917 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2025.

Based on Fieldview Capital Management's 13F filing for Q1 2025, filed 15 May 2025.