Heartland Advisors’s W.R. Berkley WRB Stock Holding History

Heartland 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	-183,590	Closed	-$13.1M	–	230
2025 Q1	$13.1M	Sell	183,590 -58,546	-24%	-$3.59M	0.75%	45
2024 Q4	$14.2M	Sell	242,136 -25,437	-10%	-$1.52M	0.77%	38
2024 Q3	$15.2M	Buy	267,573 +54,804	+26%	+$3.08M	0.8%	42
2024 Q2	$11.1M	Buy	212,769 +76,405	+56%	+$4.09M	0.62%	62
2024 Q1	$8.04M	Sell	136,364 -118	-0.1%	-$6.38K	0.42%	96
2023 Q4	$6.43M	Buy	+136,482	New	+$6.22M	0.34%	117

Other funds holding WRB

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 $3.37T AUM 44.26% 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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Heartland Advisors's WRB Position: Q2 2025 in Review

Heartland Advisors sold out of W.R. Berkley (WRB) in Q2 2025, closing a stake of 183,590 shares — an estimated $13.1M sold.

Heartland Advisors first reported a position in WRB in Q4 2023 and held it in 6 quarters. The position peaked at $15.2M in Q3 2024. 922 funds tracked by Wall St. Rank hold WRB as of Q2 2025.

Heartland Advisors reported no remaining W.R. Berkley position as of Q2 2025 after selling out during the quarter.
Heartland Advisors sold 183,590 W.R. Berkley shares in Q2 2025, an estimated $13.1M.
Heartland Advisors first reported a position in W.R. Berkley in Q4 2023 and held it in 6 quarters.
Heartland Advisors's W.R. Berkley position peaked at $15.2M in Q3 2024.
922 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2025.

Based on Heartland Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.