Financiere des Professionnels’s W.R. Berkley WRB Stock Holding History

Financiere des Professionnels’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	-5,657	Closed	-$433K	–	385
2025 Q3	$433K	Sell	5,657 -4,860	-46%	-$346K	0.03%	249
2025 Q2	$773K	Sell	10,517 -5,242	-33%	-$376K	0.05%	175
2025 Q1	$1.12M	Sell	15,759 -11,587	-42%	-$710K	0.07%	129
2024 Q4	$1.6M	Buy	27,346 +2,886	+12%	+$173K	0.11%	124
2024 Q3	$1.39M	Buy	24,460 +8,932	+58%	+$502K	0.09%	120
2024 Q2	$820K	Sell	15,528 -2,828	-15%	-$151K	0.06%	130
2024 Q1	$1.08M	Buy	18,356 +3,321	+22%	+$180K	0.09%	122
2023 Q4	$709K	Buy	15,035 +7,280	+94%	+$332K	0.06%	127
2023 Q3	$328K	Buy	+7,755	New	+$321K	0.03%	129

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 $3.38T AUM 44.17% 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

Financiere des Professionnels's WRB Position: Q4 2025 in Review

Financiere des Professionnels sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 5,657 shares — an estimated $433K sold.

Financiere des Professionnels first reported a position in WRB in Q3 2023 and held it in 9 quarters. The position peaked at $1.6M in Q4 2024. 951 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

Financiere des Professionnels reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
Financiere des Professionnels sold 5,657 W.R. Berkley shares in Q4 2025, an estimated $433K.
Financiere des Professionnels first reported a position in W.R. Berkley in Q3 2023 and held it in 9 quarters.
Financiere des Professionnels's W.R. Berkley position peaked at $1.6M in Q4 2024.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on Financiere des Professionnels's 13F filing for Q4 2025, filed 11 Feb 2026.