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Glass Jacobson Investment Advisors’s W.R. Berkley WRB Stock Holding History

Glass Jacobson Investment Advisors’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
Q2 		– Sell
-337
Closed -$19.7K – 863
2025
Q1 		$19.7K Hold
337
– – 0.01% 510
2024
Q4 		$19.7K Buy
+337
New +$20.2K 0.01% 510

Other funds holding WRB

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 $3.38T AUM 44.17% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Glass Jacobson Investment Advisors's WRB Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of W.R. Berkley (WRB) in Q2 2025, closing a stake of 337 shares — an estimated $19.7K sold.

Glass Jacobson Investment Advisors first reported a position in WRB in Q4 2024 and held it in 2 quarters. The position peaked at $19.7K in Q1 2025. 923 funds tracked by Wall St. Rank hold WRB as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining W.R. Berkley position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 337 W.R. Berkley shares in Q2 2025, an estimated $19.7K.
  • Glass Jacobson Investment Advisors first reported a position in W.R. Berkley in Q4 2024 and held it in 2 quarters.
  • Glass Jacobson Investment Advisors's W.R. Berkley position peaked at $19.7K in Q1 2025.
  • 923 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.