Horizon Advisory Services’s W.R. Berkley WRB Stock Holding History

Horizon Advisory Services’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	-5,197	Closed	-$398K	–	66
2025 Q3	$398K	Sell	5,197 -89	-2%	-$6.34K	0.2%	20
2025 Q2	$388K	Buy	5,286 +10	+0.2%	+$717	0.21%	17
2025 Q1	$375K	Buy	5,276 +104	+2%	+$6.37K	0.21%	15
2024 Q4	$303K	Buy	+5,172	New	+$310K	0.17%	29

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 $3.37T 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

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

Horizon Advisory Services's WRB Position: Q4 2025 in Review

Horizon Advisory Services sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 5,197 shares — an estimated $398K sold.

Horizon Advisory Services first reported a position in WRB in Q4 2024 and held it in 4 quarters. The position peaked at $398K in Q3 2025. 950 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

Horizon Advisory Services reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
Horizon Advisory Services sold 5,197 W.R. Berkley shares in Q4 2025, an estimated $398K.
Horizon Advisory Services first reported a position in W.R. Berkley in Q4 2024 and held it in 4 quarters.
Horizon Advisory Services's W.R. Berkley position peaked at $398K in Q3 2025.
950 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on Horizon Advisory Services's 13F filing for Q4 2025, filed 29 Jan 2026.