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Global Financial Private Client’s W.R. Berkley WRB Stock Holding History

Global Financial Private Client’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
-221
Closed -$15.7K – 1608
2025
Q1 		$15.7K Buy
221
+34
+18% +$2.08K 0.01% 489
2024
Q4 		$10.9K Buy
187
+15
+9% +$898 ﹤0.01% 539
2024
Q3 		$9.76K Buy
+172
New +$9.66K ﹤0.01% 557

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 $3.37T 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
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

Global Financial Private Client's WRB Position: Q2 2025 in Review

Global Financial Private Client sold out of W.R. Berkley (WRB) in Q2 2025, closing a stake of 221 shares — an estimated $15.7K sold.

Global Financial Private Client first reported a position in WRB in Q3 2024 and held it in 3 quarters. The position peaked at $15.7K in Q1 2025. 922 funds tracked by Wall St. Rank hold WRB as of Q2 2025.

  • Global Financial Private Client reported no remaining W.R. Berkley position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 221 W.R. Berkley shares in Q2 2025, an estimated $15.7K.
  • Global Financial Private Client first reported a position in W.R. Berkley in Q3 2024 and held it in 3 quarters.
  • Global Financial Private Client's W.R. Berkley position peaked at $15.7K in Q1 2025.
  • 922 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.