Gilbert & Cook’s W.R. Berkley WRB Stock Holding History

Gilbert & Cook’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	-3,283	Closed	-$252K	–	232
2025 Q3	$252K	Buy	3,283 +86	+3%	+$6.12K	0.03%	193
2025 Q2	$235K	Buy	3,197 +9	+0.3%	+$645	0.03%	190
2025 Q1	$227K	Buy	+3,188	New	+$195K	0.03%	189

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

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 $3.37T AUM 44.26% 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

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

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gilbert & Cook's WRB Position: Q4 2025 in Review

Gilbert & Cook sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 3,283 shares — an estimated $252K sold.

Gilbert & Cook first reported a position in WRB in Q1 2025 and held it in 3 quarters. The position peaked at $252K in Q3 2025. 950 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

Gilbert & Cook reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
Gilbert & Cook sold 3,283 W.R. Berkley shares in Q4 2025, an estimated $252K.
Gilbert & Cook first reported a position in W.R. Berkley in Q1 2025 and held it in 3 quarters.
Gilbert & Cook's W.R. Berkley position peaked at $252K in Q3 2025.
950 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on Gilbert & Cook's 13F filing for Q4 2025, filed 7 Jan 2026.