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

Garde 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 Q3	–	Sell	-424	Closed	-$31.2K	–	816
2025 Q2	$31.2K	Hold	424	–	–	﹤0.01%	401
2025 Q1	$30.2K	Buy	+424	New	+$26K	﹤0.01%	400

Other funds holding WRB

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

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Garde Capital's WRB Position: Q3 2025 in Review

Garde Capital sold out of W.R. Berkley (WRB) in Q3 2025, closing a stake of 424 shares — an estimated $31.2K sold.

Garde Capital first reported a position in WRB in Q1 2025 and held it in 2 quarters. The position peaked at $31.2K in Q2 2025. 934 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

Garde Capital reported no remaining W.R. Berkley position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 424 W.R. Berkley shares in Q3 2025, an estimated $31.2K.
Garde Capital first reported a position in W.R. Berkley in Q1 2025 and held it in 2 quarters.
Garde Capital's W.R. Berkley position peaked at $31.2K in Q2 2025.
934 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.