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Freedom Investment Management’s W.R. Berkley WRB Stock Holding History

Freedom Investment 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
Q3 		– Sell
-6,394
Closed -$470K – 715
2025
Q2 		$470K Sell
6,394
-864
-12% -$61.9K 0.04% 464
2025
Q1 		$516K Sell
7,258
-1,524
-17% -$93.4K 0.04% 412
2024
Q4 		$514K Buy
8,782
+261
+3% +$15.6K 0.04% 425
2024
Q3 		$483K Buy
8,521
+746
+10% +$41.9K 0.04% 449
2024
Q2 		$407K Buy
7,775
+594
+8% +$31.8K 0.03% 491
2024
Q1 		$423K Buy
7,181
+1,454
+25% +$78.6K 0.03% 487
2023
Q4 		$270K Buy
+5,727
New +$261K 0.02% 628

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
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
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Freedom Investment Management's WRB Position: Q3 2025 in Review

Freedom Investment Management sold out of W.R. Berkley (WRB) in Q3 2025, closing a stake of 6,394 shares — an estimated $470K sold.

Freedom Investment Management first reported a position in WRB in Q4 2023 and held it in 7 quarters. The position peaked at $516K in Q1 2025. 933 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

  • Freedom Investment Management reported no remaining W.R. Berkley position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 6,394 W.R. Berkley shares in Q3 2025, an estimated $470K.
  • Freedom Investment Management first reported a position in W.R. Berkley in Q4 2023 and held it in 7 quarters.
  • Freedom Investment Management's W.R. Berkley position peaked at $516K in Q1 2025.
  • 933 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.