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Gitterman Wealth Management’s W.R. Berkley WRB Stock Holding History

Gitterman Wealth 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
-4,759
Closed -$350K – 335
2025
Q2 		$350K Buy
+4,759
New +$341K 0.08% 69
2024
Q3 		– Sell
-5,660
Closed -$297K – 150
2024
Q2 		$297K Buy
+5,660
New +$303K 0.11% 64

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gitterman Wealth Management's WRB Position: Q3 2025 in Review

Gitterman Wealth Management sold out of W.R. Berkley (WRB) in Q3 2025, closing a stake of 4,759 shares — an estimated $350K sold.

Gitterman Wealth Management first reported a position in WRB in Q2 2024 and held it in 2 quarters. The position peaked at $350K in Q2 2025. 930 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

  • Gitterman Wealth Management reported no remaining W.R. Berkley position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 4,759 W.R. Berkley shares in Q3 2025, an estimated $350K.
  • Gitterman Wealth Management first reported a position in W.R. Berkley in Q2 2024 and held it in 2 quarters.
  • Gitterman Wealth Management's W.R. Berkley position peaked at $350K in Q2 2025.
  • 930 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.