Grey Fox Wealth Advisors’s W.R. Berkley WRB Stock Holding History

Grey Fox Wealth 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 Q4	–	Sell	-190	Closed	-$14.6K	–	609
2025 Q3	$14.6K	Buy	+190	New	+$13.5K	﹤0.01%	364

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Grey Fox Wealth Advisors's WRB Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 190 shares — an estimated $14.6K sold.

Grey Fox Wealth Advisors first reported a position in WRB in Q3 2025 and held it in 1 quarter. The position peaked at $14.6K in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 190 W.R. Berkley shares in Q4 2025, an estimated $14.6K.
Grey Fox Wealth Advisors first reported a position in W.R. Berkley in Q3 2025 and held it in 1 quarter.
Grey Fox Wealth Advisors's W.R. Berkley position peaked at $14.6K in Q3 2025.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.