Kings Path Partners’s W.R. Berkley WRB Stock Holding History

Kings Path 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 Q1	–	Sell	-18,531	Closed	-$1.08M	–	298
2024 Q4	$1.08M	Buy	+18,531	New	+$1.11M	0.46%	52

Other funds holding WRB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Kings Path Partners's WRB Position: Q1 2025 in Review

Kings Path Partners sold out of W.R. Berkley (WRB) in Q1 2025, closing a stake of 18,531 shares — an estimated $1.08M sold.

Kings Path Partners first reported a position in WRB in Q4 2024 and held it in 1 quarter. The position peaked at $1.08M in Q4 2024. 912 funds tracked by Wall St. Rank hold WRB as of Q1 2025.

Kings Path Partners reported no remaining W.R. Berkley position as of Q1 2025 after selling out during the quarter.
Kings Path Partners sold 18,531 W.R. Berkley shares in Q1 2025, an estimated $1.08M.
Kings Path Partners first reported a position in W.R. Berkley in Q4 2024 and held it in 1 quarter.
Kings Path Partners's W.R. Berkley position peaked at $1.08M in Q4 2024.
912 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2025.

Based on Kings Path Partners's 13F filing for Q1 2025, filed 4 Apr 2025.