Foster Dykema Cabot & Partners’s W.R. Berkley WRB Stock Holding History

Foster Dykema Cabot & 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	-93	Closed	-$7.13K	–	434
2025 Q3	$7.13K	Hold	93	–	–	﹤0.01%	357
2025 Q2	$6.83K	Hold	93	–	–	﹤0.01%	299
2025 Q1	$6.62K	Hold	93	–	–	﹤0.01%	300
2024 Q4	$5.44K	Hold	93	–	–	﹤0.01%	325
2024 Q3	$5.28K	Buy	+93	New	+$5.22K	﹤0.01%	403

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

Foster Dykema Cabot & Partners's WRB Position: Q4 2025 in Review

Foster Dykema Cabot & Partners sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 93 shares — an estimated $7.13K sold.

Foster Dykema Cabot & Partners first reported a position in WRB in Q3 2024 and held it in 5 quarters. The position peaked at $7.13K in Q3 2025. 947 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

Foster Dykema Cabot & Partners reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
Foster Dykema Cabot & Partners sold 93 W.R. Berkley shares in Q4 2025, an estimated $7.13K.
Foster Dykema Cabot & Partners first reported a position in W.R. Berkley in Q3 2024 and held it in 5 quarters.
Foster Dykema Cabot & Partners's W.R. Berkley position peaked at $7.13K in Q3 2025.
947 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on Foster Dykema Cabot & Partners's 13F filing for Q4 2025, filed 12 Feb 2026.