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Keystone Global Partners’s W.R. Berkley WRB Stock Holding History

Keystone Global 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
2025
Q3 		– Sell
-582
Closed -$42.8K – 153
2025
Q2 		$42.8K Hold
582
– – 0.02% 75
2025
Q1 		$41.4K Buy
+582
New +$35.7K 0.03% 81

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Keystone Global Partners's WRB Position: Q3 2025 in Review

Keystone Global Partners sold out of W.R. Berkley (WRB) in Q3 2025, closing a stake of 582 shares — an estimated $42.8K sold.

Keystone Global Partners first reported a position in WRB in Q1 2025 and held it in 2 quarters. The position peaked at $42.8K in Q2 2025. 934 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

  • Keystone Global Partners reported no remaining W.R. Berkley position as of Q3 2025 after selling out during the quarter.
  • Keystone Global Partners sold 582 W.R. Berkley shares in Q3 2025, an estimated $42.8K.
  • Keystone Global Partners first reported a position in W.R. Berkley in Q1 2025 and held it in 2 quarters.
  • Keystone Global Partners's W.R. Berkley position peaked at $42.8K in Q2 2025.
  • 934 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on Keystone Global Partners's 13F filing for Q3 2025, filed 20 Oct 2025.