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Intact Investment Management’s W.R. Berkley WRB Stock Holding History

Intact Investment 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
Q1 		– Sell
-1,100
Closed -$64.4K – 365
2024
Q4 		$64.4K Sell
1,100
-200
-15% -$12K ﹤0.01% 299
2024
Q3 		$73.7K Buy
+1,300
New +$73K ﹤0.01% 275

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Intact Investment Management's WRB Position: Q1 2025 in Review

Intact Investment Management sold out of W.R. Berkley (WRB) in Q1 2025, closing a stake of 1,100 shares — an estimated $64.4K sold.

Intact Investment Management first reported a position in WRB in Q3 2024 and held it in 2 quarters. The position peaked at $73.7K in Q3 2024. 917 funds tracked by Wall St. Rank hold WRB as of Q1 2025.

  • Intact Investment Management reported no remaining W.R. Berkley position as of Q1 2025 after selling out during the quarter.
  • Intact Investment Management sold 1,100 W.R. Berkley shares in Q1 2025, an estimated $64.4K.
  • Intact Investment Management first reported a position in W.R. Berkley in Q3 2024 and held it in 2 quarters.
  • Intact Investment Management's W.R. Berkley position peaked at $73.7K in Q3 2024.
  • 917 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2025.

Based on Intact Investment Management's 13F filing for Q1 2025, filed 22 Apr 2025.