InceptionR’s W.R. Berkley WRB Stock Holding History

InceptionR’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 Q1	–	Sell	-14,978	Closed	-$877K	–	869
2024 Q4	$877K	Sell	14,978 -7,919	-35%	-$474K	0.2%	196
2024 Q3	$1.3M	Buy	+22,897	New	+$1.29M	0.32%	83
2023 Q2	–	Sell	-7,293	Closed	-$303K	–	630
2023 Q1	$303K	Buy	+7,293	New	+$326K	0.1%	342

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

InceptionR's WRB Position: Q1 2025 in Review

InceptionR sold out of W.R. Berkley (WRB) in Q1 2025, closing a stake of 14,978 shares — an estimated $877K sold.

InceptionR first reported a position in WRB in Q1 2023 and held it in 3 quarters. The position peaked at $1.3M in Q3 2024. 916 funds tracked by Wall St. Rank hold WRB as of Q1 2025.

InceptionR reported no remaining W.R. Berkley position as of Q1 2025 after selling out during the quarter.
InceptionR sold 14,978 W.R. Berkley shares in Q1 2025, an estimated $877K.
InceptionR first reported a position in W.R. Berkley in Q1 2023 and held it in 3 quarters.
InceptionR's W.R. Berkley position peaked at $1.3M in Q3 2024.
916 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2025.

Based on InceptionR's 13F filing for Q1 2025, filed 12 May 2025.