Hutchens & Kramer Investment Management Group’s W.R. Berkley WRB Stock Holding History

Hutchens & Kramer Investment Management Group’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	-3,467	Closed	-$253K	–	186
2025 Q2	$253K	Sell	3,467 -1,700	-33%	-$122K	0.12%	132
2025 Q1	$368K	Sell	5,167 -192	-4%	-$11.8K	0.2%	81
2024 Q4	$314K	Buy	5,359 +19	+0.4%	+$1.14K	0.17%	100
2024 Q3	$306K	Buy	5,340 +312	+6%	+$17.5K	0.17%	108
2024 Q2	$265K	Buy	5,028 +279	+6%	+$14.9K	0.15%	116
2024 Q1	$277K	Buy	4,749 +261	+6%	+$14.1K	0.16%	111
2023 Q4	$212K	Sell	4,488 -618	-12%	-$28.2K	0.15%	119
2023 Q3	$214K	Buy	+5,106	New	+$212K	0.17%	104
2023 Q1	–	Sell	-4,637	Closed	-$224K	–	138
2022 Q4	$224K	Sell	4,637 -1,912	-29%	-$92.2K	0.16%	88
2022 Q3	$290K	Sell	6,549 -68	-1%	-$2.95K	0.24%	64
2022 Q2	$306K	Sell	6,617 -160	-2%	-$7.28K	0.23%	77
2022 Q1	$304K	Sell	6,777 -14	-0.2%	-$558	0.17%	88
2021 Q4	$298K	Buy	+6,791	New	+$241K	0.19%	83

Other funds holding WRB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hutchens & Kramer Investment Management Group's WRB Position: Q3 2025 in Review

Hutchens & Kramer Investment Management Group sold out of W.R. Berkley (WRB) in Q3 2025, closing a stake of 3,467 shares — an estimated $253K sold.

Hutchens & Kramer Investment Management Group first reported a position in WRB in Q4 2021 and held it in 13 quarters. The position peaked at $368K in Q1 2025. 930 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

Hutchens & Kramer Investment Management Group reported no remaining W.R. Berkley position as of Q3 2025 after selling out during the quarter.
Hutchens & Kramer Investment Management Group sold 3,467 W.R. Berkley shares in Q3 2025, an estimated $253K.
Hutchens & Kramer Investment Management Group first reported a position in W.R. Berkley in Q4 2021 and held it in 13 quarters.
Hutchens & Kramer Investment Management Group's W.R. Berkley position peaked at $368K in Q1 2025.
930 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q3 2025, filed 3 Nov 2025.