iA Global Asset Management’s W.R. Berkley WRB Stock Holding History

iA Global Asset Management’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	-8,717	Closed	-$668K	–	464
2025 Q3	$668K	Buy	8,717 +1,355	+18%	+$96.5K	0.01%	325
2025 Q2	$541K	Sell	7,362 -20,276	-73%	-$1.45M	0.01%	328
2025 Q1	$1.97M	Buy	27,638 +6,853	+33%	+$420K	0.03%	243
2024 Q4	$1.22M	Sell	20,785 -5,647	-21%	-$338K	0.02%	283
2024 Q3	$1.5M	Buy	26,432 +1,029	+4%	+$57.8K	0.03%	296
2024 Q2	$1.33M	Buy	25,403 +1,409	+6%	+$75.5K	0.03%	279
2024 Q1	$1.42M	Sell	23,994 -6,710	-22%	-$363K	0.03%	273
2023 Q4	$1.45M	Buy	30,704 +12,798	+71%	+$583K	0.03%	276
2023 Q3	$758K	Sell	17,906 -748	-4%	-$31K	0.02%	306
2023 Q2	$741K	Buy	+18,654	New	+$733K	0.02%	306

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

iA Global Asset Management's WRB Position: Q4 2025 in Review

iA Global Asset Management sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 8,717 shares — an estimated $668K sold.

iA Global Asset Management first reported a position in WRB in Q2 2023 and held it in 10 quarters. The position peaked at $1.97M in Q1 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

iA Global Asset Management reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
iA Global Asset Management sold 8,717 W.R. Berkley shares in Q4 2025, an estimated $668K.
iA Global Asset Management first reported a position in W.R. Berkley in Q2 2023 and held it in 10 quarters.
iA Global Asset Management's W.R. Berkley position peaked at $1.97M in Q1 2025.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on iA Global Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.