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Interval Partners’s W.R. Berkley WRB Stock Holding History

Interval Partners’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
-34,400
Closed -$2.53M – 483
2025
Q2 		$2.53M Buy
34,400
+2,492
+8% +$179K 0.04% 265
2025
Q1 		$2.27M Sell
31,908
-55,000
-63% -$3.37M 0.05% 259
2024
Q4 		$5.09M Buy
+86,908
New +$5.21M 0.1% 175
2024
Q2 		– Sell
-134,085
Closed -$7.91M – 468
2024
Q1 		$7.91M Sell
134,085
-36,723
-21% -$1.99M 0.22% 128
2023
Q4 		$8.05M Buy
170,808
+140,808
+469% +$6.42M 0.23% 125
2023
Q3 		$1.27M Sell
30,000
-26,250
-47% -$1.09M 0.04% 259
2023
Q2 		$2.23M Buy
+56,250
New +$2.21M 0.08% 189
2016
Q2 		– Sell
-101,787
Closed -$1.7M – 188
2016
Q1 		$1.7M Buy
+101,787
New +$1.56M 0.15% 120
2015
Q3 		– Sell
-48,438
Closed -$745K – 186
2015
Q2 		$745K Buy
+48,438
New +$722K 0.08% 134
2014
Q4 		– Sell
-76,444
Closed -$1.08M – 181
2014
Q3 		$1.08M Sell
76,444
-43,875
-36% -$609K 0.23% 99
2014
Q2 		$1.65M Buy
+120,319
New +$1.56M 0.38% 72

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Interval Partners's WRB Position: Q3 2025 in Review

Interval Partners sold out of W.R. Berkley (WRB) in Q3 2025, closing a stake of 34,400 shares — an estimated $2.53M sold.

Interval Partners first reported a position in WRB in Q2 2014 and held it in 11 quarters. The position peaked at $8.05M in Q4 2023. 933 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

  • Interval Partners reported no remaining W.R. Berkley position as of Q3 2025 after selling out during the quarter.
  • Interval Partners sold 34,400 W.R. Berkley shares in Q3 2025, an estimated $2.53M.
  • Interval Partners first reported a position in W.R. Berkley in Q2 2014 and held it in 11 quarters.
  • Interval Partners's W.R. Berkley position peaked at $8.05M in Q4 2023.
  • 933 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on Interval Partners's 13F filing for Q3 2025, filed 14 Nov 2025.