GeoWealth Management’s W.R. Berkley WRB Stock Holding History

GeoWealth 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	-14,198	Closed	-$1.04M	–	1244
2025 Q2	$1.04M	Buy	+14,198	New	+$1.02M	0.04%	243
2025 Q1	–	Sell	-4,729	Closed	-$277K	–	1790
2024 Q4	$277K	Buy	4,729 +4,095	+646%	+$245K	0.01%	646
2024 Q3	$35.8K	Buy	+634	New	+$35.6K	﹤0.01%	1167

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

GeoWealth Management's WRB Position: Q3 2025 in Review

GeoWealth Management sold out of W.R. Berkley (WRB) in Q3 2025, closing a stake of 14,198 shares — an estimated $1.04M sold.

GeoWealth Management first reported a position in WRB in Q3 2024 and held it in 3 quarters. The position peaked at $1.04M in Q2 2025. 934 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

GeoWealth Management reported no remaining W.R. Berkley position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 14,198 W.R. Berkley shares in Q3 2025, an estimated $1.04M.
GeoWealth Management first reported a position in W.R. Berkley in Q3 2024 and held it in 3 quarters.
GeoWealth Management's W.R. Berkley position peaked at $1.04M in Q2 2025.
934 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.