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Lombard Odier Asset Management (Switzerland)’s W.R. Berkley WRB Stock Holding History

Lombard Odier Asset Management (Switzerland)’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
-39,572
Closed -$1.04M – 317
2025
Q3 		$1.04M Buy
39,572
+9,390
+31% +$669K 0.05% 223
2025
Q2 		$2.22M Buy
30,182
+3,692
+14% +$265K 0.11% 164
2025
Q1 		$1.89M Buy
26,490
+6,915
+35% +$424K 0.11% 171
2024
Q4 		$1.15M Buy
19,575
+376
+2% +$22.5K 0.09% 199
2024
Q3 		$1.09M Buy
19,199
+2,271
+13% +$128K 0.09% 185
2024
Q2 		$887K Buy
16,928
+3,914
+30% +$210K 0.09% 172
2024
Q1 		$767K Buy
+13,014
New +$704K 0.05% 259
2016
Q2 		– Sell
-4,951
Closed -$82K – 435
2016
Q1 		$82K Hold
4,951
– – 0.01% 370
2015
Q4 		$81K Buy
+4,951
New +$80.8K 0.01% 396
2015
Q2 		– Sell
-19,167
Closed -$289K – 459
2015
Q1 		$289K Sell
19,167
-2,264
-11% -$33.7K 0.03% 328
2014
Q4 		$327K Sell
21,431
-33,771
-61% -$508K 0.04% 315
2014
Q3 		$786K Buy
55,202
+34,257
+164% +$475K 0.02% 588
2014
Q2 		$287K Buy
+20,945
New +$272K 0.03% 302

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s WRB Position: Q4 2025 in Review

Lombard Odier Asset Management (Switzerland) sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 39,572 shares — an estimated $1.04M sold.

Lombard Odier Asset Management (Switzerland) first reported a position in WRB in Q2 2014 and held it in 13 quarters. The position peaked at $2.22M in Q2 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

  • Lombard Odier Asset Management (Switzerland) reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
  • Lombard Odier Asset Management (Switzerland) sold 39,572 W.R. Berkley shares in Q4 2025, an estimated $1.04M.
  • Lombard Odier Asset Management (Switzerland) first reported a position in W.R. Berkley in Q2 2014 and held it in 13 quarters.
  • Lombard Odier Asset Management (Switzerland)'s W.R. Berkley position peaked at $2.22M in Q2 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q4 2025, filed 17 Feb 2026.