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Freestone Grove Partners’s W.R. Berkley WRB Stock Holding History

Freestone Grove 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
-500,158
Closed -$38.3M – 975
2025
Q3 		$38.3M Sell
500,158
-358,008
-42% -$25.5M 0.29% 126
2025
Q2 		$63M Buy
+858,166
New +$61.5M 0.48% 59

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State Street
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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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Freestone Grove Partners's WRB Position: Q4 2025 in Review

Freestone Grove Partners sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 500,158 shares — an estimated $38.3M sold.

Freestone Grove Partners first reported a position in WRB in Q2 2025 and held it in 2 quarters. The position peaked at $63M in Q2 2025. 947 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

  • Freestone Grove Partners reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
  • Freestone Grove Partners sold 500,158 W.R. Berkley shares in Q4 2025, an estimated $38.3M.
  • Freestone Grove Partners first reported a position in W.R. Berkley in Q2 2025 and held it in 2 quarters.
  • Freestone Grove Partners's W.R. Berkley position peaked at $63M in Q2 2025.
  • 947 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on Freestone Grove Partners's 13F filing for Q4 2025, filed 17 Feb 2026.