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IEQ Capital’s W.R. Berkley WRB Stock Holding History

IEQ Capital’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
-59,206
Closed -$4.35M – 2096
2025
Q2 		$4.35M Buy
59,206
+14,449
+32% +$1.04M 0.03% 453
2025
Q1 		$3.18M Buy
44,757
+16,138
+56% +$989K 0.03% 462
2024
Q4 		$1.67M Buy
28,619
+18,677
+188% +$1.12M 0.02% 540
2024
Q3 		$564K Buy
9,942
+4,366
+78% +$245K 0.01% 717
2024
Q2 		$292K Buy
5,576
+929
+20% +$49.8K ﹤0.01% 805
2024
Q1 		$274K Sell
4,647
-206
-4% -$11.1K ﹤0.01% 793
2023
Q4 		$229K Sell
4,853
-1,149
-19% -$52.4K ﹤0.01% 806
2023
Q3 		$254K Buy
+6,002
New +$249K 0.01% 766
2023
Q2 		– Sell
-7,299
Closed -$303K – 973
2023
Q1 		$303K Buy
+7,299
New +$327K 0.01% 713

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IEQ Capital's WRB Position: Q3 2025 in Review

IEQ Capital sold out of W.R. Berkley (WRB) in Q3 2025, closing a stake of 59,206 shares — an estimated $4.35M sold.

IEQ Capital first reported a position in WRB in Q1 2023 and held it in 9 quarters. The position peaked at $4.35M in Q2 2025. 934 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

  • IEQ Capital reported no remaining W.R. Berkley position as of Q3 2025 after selling out during the quarter.
  • IEQ Capital sold 59,206 W.R. Berkley shares in Q3 2025, an estimated $4.35M.
  • IEQ Capital first reported a position in W.R. Berkley in Q1 2023 and held it in 9 quarters.
  • IEQ Capital's W.R. Berkley position peaked at $4.35M in Q2 2025.
  • 934 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on IEQ Capital's 13F filing for Q3 2025, filed 14 Nov 2025.