FGAM
WRB icon

Financial Gravity Asset Management’s W.R. Berkley WRB Stock Holding History

Financial Gravity Asset 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
Q4 		– Sell
-82
Closed -$6.3K – 946
2025
Q3 		$6.3K Buy
+82
New +$5.84K ﹤0.01% 642
2024
Q2 		– Sell
-9
Closed -$536 – 1799
2024
Q1 		$536 Buy
9
+3
+50% +$162 ﹤0.01% 812
2023
Q4 		$431 Buy
+6
New +$273 ﹤0.01% 898

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Gravity Asset Management's WRB Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 82 shares — an estimated $6.3K sold.

Financial Gravity Asset Management first reported a position in WRB in Q4 2023 and held it in 3 quarters. The position peaked at $6.3K in Q3 2025. 950 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

  • Financial Gravity Asset Management reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
  • Financial Gravity Asset Management sold 82 W.R. Berkley shares in Q4 2025, an estimated $6.3K.
  • Financial Gravity Asset Management first reported a position in W.R. Berkley in Q4 2023 and held it in 3 quarters.
  • Financial Gravity Asset Management's W.R. Berkley position peaked at $6.3K in Q3 2025.
  • 950 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.