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

Ipswich 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 Q4	–	Sell	-2,797	Closed	-$214K	–	192
2025 Q3	$214K	Hold	2,797	–	–	0.05%	176
2025 Q2	$205K	Sell	2,797 -80	-3%	-$5.73K	0.05%	181
2025 Q1	$205K	Buy	+2,877	New	+$176K	0.05%	182

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ipswich Investment Management's WRB Position: Q4 2025 in Review

Ipswich Investment Management sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 2,797 shares — an estimated $214K sold.

Ipswich Investment Management first reported a position in WRB in Q1 2025 and held it in 3 quarters. The position peaked at $214K in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

Ipswich Investment Management reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
Ipswich Investment Management sold 2,797 W.R. Berkley shares in Q4 2025, an estimated $214K.
Ipswich Investment Management first reported a position in W.R. Berkley in Q1 2025 and held it in 3 quarters.
Ipswich Investment Management's W.R. Berkley position peaked at $214K in Q3 2025.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on Ipswich Investment Management's 13F filing for Q4 2025, filed 16 Jan 2026.