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

Gillson 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
Q4 		– Sell
-74,227
Closed -$5.69M – 99
2025
Q3 		$5.69M Buy
+74,227
New +$5.28M 0.49% 54
2023
Q3 		– Sell
-161,534
Closed -$6.41M – 118
2023
Q2 		$6.41M Sell
161,534
-199,669
-55% -$7.85M 0.57% 57
2023
Q1 		$15M Buy
+361,203
New +$16.2M 1.24% 25
2021
Q3 		– Sell
-874,179
Closed -$28.9M – 260
2021
Q2 		$28.9M Buy
874,179
+55,588
+7% +$1.92M 2.71% 3
2021
Q1 		$27.4M Buy
818,591
+483,519
+144% +$14.9M 2.31% 6
2020
Q4 		$9.89M Buy
+335,072
New +$9.66M 1.09% 39
2020
Q2 		– Sell
-516,629
Closed -$12M – 79
2020
Q1 		$12M Buy
516,629
+117,103
+29% +$3.49M 2.03% 21
2019
Q4 		$12.3M Sell
399,526
-235,516
-37% -$7.27M 1.06% 24
2019
Q3 		$20.4M Buy
635,042
+352,748
+125% +$11M 1.87% 16
2019
Q2 		$8.27M Sell
282,294
-100,711
-26% -$2.76M 0.81% 43
2019
Q1 		$9.61M Buy
+383,005
New +$9.03M 1.24% 37

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gillson Capital's WRB Position: Q4 2025 in Review

Gillson Capital sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 74,227 shares — an estimated $5.69M sold.

Gillson Capital first reported a position in WRB in Q1 2019 and held it in 11 quarters. The position peaked at $28.9M in Q2 2021. 950 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

  • Gillson Capital reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
  • Gillson Capital sold 74,227 W.R. Berkley shares in Q4 2025, an estimated $5.69M.
  • Gillson Capital first reported a position in W.R. Berkley in Q1 2019 and held it in 11 quarters.
  • Gillson Capital's W.R. Berkley position peaked at $28.9M in Q2 2021.
  • 950 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on Gillson Capital's 13F filing for Q4 2025, filed 17 Feb 2026.