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
2024 Q1	–	Sell	-900	Closed	-$4.24M	–	399
2023 Q4	$4.24M	Buy	+900	New	+$41K	0.12%	177
2019 Q4	–	Sell	-22,500	Closed	-$722K	–	275
2019 Q3	$722K	Buy	+22,500	New	+$703K	0.03%	192

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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.