Jefferies Financial Group’s W.R. Berkley WRB Stock Holding History

Jefferies Financial Group’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	-8,911,719	Closed	-$683M	–	2096
2025 Q3	$683M	Buy	+8,911,719	New	+$634M	3.22%	6
2025 Q1	–	Sell	-96,988	Closed	-$5.68M	–	2051
2024 Q4	$5.68M	Buy	+96,988	New	+$5.81M	0.03%	332
2024 Q2	–	Sell	-29,141	Closed	-$1.72M	–	1921
2024 Q1	$1.72M	Sell	29,141 -109	-0.4%	-$5.9K	0.02%	643
2023 Q4	$1.38M	Buy	29,250 +3,280	+13%	+$150K	0.01%	840
2023 Q3	$1.1M	Buy	+25,970	New	+$1.08M	0.01%	800
2023 Q1	–	Sell	-25,887	Closed	-$1.25M	–	2035
2022 Q4	$1.25M	Buy	+25,887	New	+$1.25M	0.01%	807

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $3.9B 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 $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jefferies Financial Group's WRB Position: Q4 2025 in Review

Jefferies Financial Group sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 8,911,719 shares — an estimated $683M sold.

Jefferies Financial Group first reported a position in WRB in Q4 2022 and held it in 6 quarters. The position peaked at $683M in Q3 2025. 948 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

Jefferies Financial Group reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
Jefferies Financial Group sold 8,911,719 W.R. Berkley shares in Q4 2025, an estimated $683M.
Jefferies Financial Group first reported a position in W.R. Berkley in Q4 2022 and held it in 6 quarters.
Jefferies Financial Group's W.R. Berkley position peaked at $683M in Q3 2025.
948 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on Jefferies Financial Group's 13F filing for Q4 2025, filed 9 Feb 2026.