LIP
WRB icon

Lighthouse Investment Partners’s W.R. Berkley WRB Stock Holding History

Lighthouse Investment 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
-91,733
Closed -$6.74M – 789
2025
Q2 		$6.74M Buy
91,733
+65,432
+249% +$4.69M 0.25% 120
2025
Q1 		$1.87M Buy
+26,301
New +$1.61M 0.08% 270
2024
Q4 		– Sell
-216,973
Closed -$12.3M – 663
2024
Q3 		$12.3M Buy
216,973
+87,793
+68% +$4.93M 0.46% 49
2024
Q2 		$6.77M Buy
129,180
+55,068
+74% +$2.95M 0.27% 105
2024
Q1 		$4.37M Buy
+74,112
New +$4.01M 0.2% 144
2023
Q2 		– Sell
-13,259
Closed -$550K – 395
2023
Q1 		$550K Buy
+13,259
New +$593K 0.04% 212

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

Lighthouse Investment Partners's WRB Position: Q3 2025 in Review

Lighthouse Investment Partners sold out of W.R. Berkley (WRB) in Q3 2025, closing a stake of 91,733 shares — an estimated $6.74M sold.

Lighthouse Investment Partners first reported a position in WRB in Q1 2023 and held it in 6 quarters. The position peaked at $12.3M in Q3 2024. 934 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

  • Lighthouse Investment Partners reported no remaining W.R. Berkley position as of Q3 2025 after selling out during the quarter.
  • Lighthouse Investment Partners sold 91,733 W.R. Berkley shares in Q3 2025, an estimated $6.74M.
  • Lighthouse Investment Partners first reported a position in W.R. Berkley in Q1 2023 and held it in 6 quarters.
  • Lighthouse Investment Partners's W.R. Berkley position peaked at $12.3M in Q3 2024.
  • 934 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on Lighthouse Investment Partners's 13F filing for Q3 2025, filed 14 Nov 2025.