Gifford Fong Associates’s W.R. Berkley WRB Stock Holding History

Gifford Fong Associates’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	$710K	Hold	10,125	–	–	0.14%	96
2025 Q3	$776K	Hold	10,125	–	–	0.16%	95
2025 Q2	$744K	Hold	10,125	–	–	0.17%	93
2025 Q1	$720K	Hold	10,125	–	–	0.18%	97
2024 Q4	$593K	Hold	10,125	–	–	0.15%	104
2024 Q3	$574K	Hold	10,125	–	–	0.14%	108
2024 Q2	$530K	Hold	10,125	–	–	0.14%	107
2024 Q1	$597K	Hold	10,125	–	–	0.16%	105
2023 Q4	$477K	Hold	10,125	–	–	0.1%	114
2023 Q3	$429K	Hold	10,125	–	–	0.1%	116
2023 Q2	$402K	Hold	10,125	–	–	0.09%	118
2023 Q1	$420K	Hold	10,125	–	–	0.11%	117
2022 Q4	$490K	Hold	10,125	–	–	0.11%	110
2022 Q3	$436K	Hold	10,125	–	–	0.11%	111
2022 Q2	$461K	Hold	10,125	–	–	0.11%	113
2022 Q1	$449K	Hold	10,125	–	–	0.08%	116
2021 Q4	$371K	Hold	10,125	–	–	0.06%	121
2021 Q3	$329K	Hold	10,125	–	–	0.06%	119
2021 Q2	$335K	Hold	10,125	–	–	0.07%	119
2021 Q1	$339K	Hold	10,125	–	–	0.07%	120
2020 Q4	$299K	Hold	10,125	–	–	0.07%	119
2020 Q3	$275K	Hold	10,125	–	–	0.07%	113
2020 Q2	$258K	Hold	10,125	–	–	0.08%	113
2020 Q1	$235K	Hold	10,125	–	–	0.09%	106
2019 Q4	$311K	Hold	10,125	–	–	0.09%	110
2019 Q3	$325K	Hold	10,125	–	–	0.11%	109
2019 Q2	$297K	Hold	10,125	–	–	0.1%	107
2019 Q1	$254K	Hold	10,125	–	–	0.08%	107
2018 Q4	$222K	Hold	10,125	–	–	0.08%	108
2018 Q3	$240K	Hold	10,125	–	–	0.08%	110
2018 Q2	$217K	Buy	+10,125	New	+$225K	0.08%	105

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

Gifford Fong Associates's WRB Position: Q4 2025 in Review

Gifford Fong Associates held its W.R. Berkley (WRB) position steady in Q4 2025 at 10,125 shares worth $710K. The position accounts for 0.14% of the portfolio, ranked #96.

Gifford Fong Associates first reported a position in WRB in Q2 2018 and has held it in 31 quarters since. The position peaked at $776K in Q3 2025. 948 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

Gifford Fong Associates held 10,125 shares of W.R. Berkley worth $710K as of Q4 2025.
Gifford Fong Associates left its W.R. Berkley share count unchanged in Q4 2025.
W.R. Berkley made up 0.14% of Gifford Fong Associates's portfolio in Q4 2025, its #96 holding.
Gifford Fong Associates first reported a position in W.R. Berkley in Q2 2018 and has held it in 31 quarters since.
Gifford Fong Associates's W.R. Berkley position peaked at $776K in Q3 2025.
948 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on Gifford Fong Associates's 13F filing for Q4 2025, filed 10 Feb 2026.