Hoese & Co’s W.R. Berkley WRB Stock Holding History

Hoese & Co’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 Q3	–	Sell	-675	Closed	-$49.6K	–	154
2025 Q2	$49.6K	Hold	675	–	–	0.04%	95
2025 Q1	$48K	Hold	675	–	–	0.04%	71
2024 Q4	$39.5K	Hold	675	–	–	0.03%	83
2024 Q3	$38.3K	Hold	675	–	–	0.03%	79
2024 Q2	$36.5K	Hold	675	–	–	0.03%	74
2024 Q1	$37.6K	Hold	675	–	–	0.03%	76
2023 Q4	$32.6K	Hold	675	–	–	0.03%	76
2023 Q3	$28.6K	Hold	675	–	–	0.03%	84
2023 Q2	$26.8K	Hold	675	–	–	0.03%	93
2023 Q1	$29.8K	Hold	675	–	–	0.03%	84
2022 Q4	$34K	Hold	675	–	–	0.04%	86
2022 Q3	$29K	Hold	675	–	–	0.03%	90
2022 Q2	$31K	Buy	675 +225	+50%	+$10.2K	0.03%	91
2022 Q1	$20K	Sell	450 -225	-33%	-$8.97K	0.02%	116
2021 Q4	$25K	Hold	675	–	–	0.02%	109
2021 Q3	$22K	Hold	675	–	–	0.02%	117
2021 Q2	$22K	Buy	+675	New	+$23.4K	0.02%	120

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 $3.38T 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

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 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

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

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

Hoese & Co's WRB Position: Q3 2025 in Review

Hoese & Co sold out of W.R. Berkley (WRB) in Q3 2025, closing a stake of 675 shares — an estimated $49.6K sold.

Hoese & Co first reported a position in WRB in Q2 2021 and held it in 17 quarters. The position peaked at $49.6K in Q2 2025. 934 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

Hoese & Co reported no remaining W.R. Berkley position as of Q3 2025 after selling out during the quarter.
Hoese & Co sold 675 W.R. Berkley shares in Q3 2025, an estimated $49.6K.
Hoese & Co first reported a position in W.R. Berkley in Q2 2021 and held it in 17 quarters.
Hoese & Co's W.R. Berkley position peaked at $49.6K in Q2 2025.
934 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on Hoese & Co's 13F filing for Q3 2025, filed 16 Oct 2025.