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Forte Capital’s W.R. Berkley WRB Stock Holding History

Forte Capital’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
Q2 		$9.08M Buy
123,627
+359
+0.3% +$25.7K 0.98% 32
2025
Q1 		$8.77M Buy
123,268
+993
+0.8% +$60.9K 1.04% 30
2024
Q4 		$7.16M Buy
122,275
+3,332
+3% +$200K 0.8% 34
2024
Q3 		$6.75M Sell
118,943
-1,527
-1% -$85.7K 0.76% 35
2024
Q2 		$6.31M Buy
120,470
+3,543
+3% +$190K 0.76% 37
2024
Q1 		$6.89M Buy
116,927
+761
+0.7% +$41.2K 0.85% 33
2023
Q4 		$5.48M Buy
116,166
+38,805
+50% +$1.77M 0.75% 35
2023
Q3 		$3.27M Buy
+77,361
New +$3.2M 0.5% 43

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Forte Capital's WRB Position: Q2 2025 in Review

Forte Capital increased its W.R. Berkley (WRB) stake by 0.29% in Q2 2025, buying an estimated $25.7K and bringing the position to 123,627 shares worth $9.08M. The position accounts for 0.98% of the portfolio, ranked #32.

Forte Capital first reported a position in WRB in Q3 2023 and has held it in 8 quarters since. 920 funds tracked by Wall St. Rank hold WRB as of Q2 2025.

  • Forte Capital held 123,627 shares of W.R. Berkley worth $9.08M as of Q2 2025.
  • Forte Capital bought 359 W.R. Berkley shares in Q2 2025, an estimated $25.7K.
  • W.R. Berkley made up 0.98% of Forte Capital's portfolio in Q2 2025, its #32 holding.
  • Forte Capital first reported a position in W.R. Berkley in Q3 2023 and has held it in 8 quarters since.
  • 920 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.