Jain Global’s W.R. Berkley WRB Stock Holding History

Jain Global’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 Q2	–	Sell	-2,983	Closed	-$212K	–	1650
2025 Q1	$212K	Buy	+2,983	New	+$183K	﹤0.01%	833

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Jain Global's WRB Position: Q2 2025 in Review

Jain Global sold out of W.R. Berkley (WRB) in Q2 2025, closing a stake of 2,983 shares — an estimated $212K sold.

Jain Global first reported a position in WRB in Q1 2025 and held it in 1 quarter. The position peaked at $212K in Q1 2025. 923 funds tracked by Wall St. Rank hold WRB as of Q2 2025.

Jain Global reported no remaining W.R. Berkley position as of Q2 2025 after selling out during the quarter.
Jain Global sold 2,983 W.R. Berkley shares in Q2 2025, an estimated $212K.
Jain Global first reported a position in W.R. Berkley in Q1 2025 and held it in 1 quarter.
Jain Global's W.R. Berkley position peaked at $212K in Q1 2025.
923 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2025.

Based on Jain Global's 13F filing for Q2 2025, filed 14 Aug 2025.