Keel Point’s W.R. Berkley WRB Stock Holding History

Keel Point’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	-3,092	Closed	-$227K	–	558
2025 Q2	$227K	Sell	3,092 -659	-18%	-$47.2K	0.02%	453
2025 Q1	$267K	Buy	3,751 +234	+7%	+$14.3K	0.02%	372
2024 Q4	$206K	Buy	+3,517	New	+$211K	0.02%	409

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

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 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

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

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

Keel Point's WRB Position: Q3 2025 in Review

Keel Point sold out of W.R. Berkley (WRB) in Q3 2025, closing a stake of 3,092 shares — an estimated $227K sold.

Keel Point first reported a position in WRB in Q4 2024 and held it in 3 quarters. The position peaked at $267K in Q1 2025. 934 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

Keel Point reported no remaining W.R. Berkley position as of Q3 2025 after selling out during the quarter.
Keel Point sold 3,092 W.R. Berkley shares in Q3 2025, an estimated $227K.
Keel Point first reported a position in W.R. Berkley in Q4 2024 and held it in 3 quarters.
Keel Point's W.R. Berkley position peaked at $267K in Q1 2025.
934 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on Keel Point's 13F filing for Q3 2025, filed 16 Dec 2025.