Lake Street Private Wealth’s W.R. Berkley WRB Stock Holding History

Lake Street Private Wealth’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	-2,737	Closed	-$210K	–	288
2025 Q3	$210K	Hold	2,737	–	–	0.03%	264
2025 Q2	$201K	Buy	+2,737	New	+$196K	0.03%	249

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B 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 $3.38T 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

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lake Street Private Wealth's WRB Position: Q4 2025 in Review

Lake Street Private Wealth sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 2,737 shares — an estimated $210K sold.

Lake Street Private Wealth first reported a position in WRB in Q2 2025 and held it in 2 quarters. The position peaked at $210K in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

Lake Street Private Wealth reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
Lake Street Private Wealth sold 2,737 W.R. Berkley shares in Q4 2025, an estimated $210K.
Lake Street Private Wealth first reported a position in W.R. Berkley in Q2 2025 and held it in 2 quarters.
Lake Street Private Wealth's W.R. Berkley position peaked at $210K in Q3 2025.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on Lake Street Private Wealth's 13F filing for Q4 2025, filed 7 Jan 2026.