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Graypoint LLC’s W.R. Berkley WRB Stock Holding History

Graypoint LLC’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 		$331K Buy
+4,499
New +$322K 0.02% 405

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Graypoint LLC's WRB Position: Q2 2025 in Review

Graypoint LLC opened a new position in W.R. Berkley (WRB) in Q2 2025: 4,499 shares worth $331K. The stake represents 0.02% of the portfolio and ranks #405 among its holdings.

919 funds tracked by Wall St. Rank hold WRB as of Q2 2025.

  • Graypoint LLC held 4,499 shares of W.R. Berkley worth $331K as of Q2 2025.
  • W.R. Berkley was a new Graypoint LLC position in Q2 2025.
  • W.R. Berkley made up 0.02% of Graypoint LLC's portfolio in Q2 2025, its #405 holding.
  • 919 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2025.

Based on Graypoint LLC's 13F filing for Q2 2025, filed 15 Jul 2025.