Magnetar Financial’s W.R. Berkley WRB Stock Holding History

Magnetar Financial’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 Q2	–	Sell	-7,156	Closed	-$509K	–	1177
2025 Q1	$509K	Buy	+7,156	New	+$439K	0.01%	460
2024 Q2	–	Sell	-12,825	Closed	-$756K	–	629
2024 Q1	$756K	Buy	+12,825	New	+$694K	0.02%	276
2023 Q3	–	Sell	-53,771	Closed	-$2.14M	–	593
2023 Q2	$2.14M	Sell	53,771 -25,239	-32%	-$992K	0.05%	211
2023 Q1	$3.28M	Buy	+79,010	New	+$3.53M	0.06%	219
2022 Q1	–	Sell	-7,754	Closed	-$284K	–	1553
2021 Q4	$284K	Sell	7,754 -22,549	-74%	-$799K	﹤0.01%	1080
2021 Q3	$986K	Sell	30,303 -7,697	-20%	-$254K	0.01%	723
2021 Q2	$1.26M	Buy	+38,000	New	+$1.32M	0.01%	666
2020 Q2	–	Sell	-23,333	Closed	-$541K	–	588
2020 Q1	$541K	Buy	23,333 +12,891	+123%	+$384K	0.01%	266
2019 Q4	$321K	Buy	+10,442	New	+$322K	0.01%	430
2018 Q3	–	Sell	-13,284	Closed	-$285K	–	717
2018 Q2	$285K	Buy	+13,284	New	+$295K	﹤0.01%	386
2017 Q3	–	Sell	-22,133	Closed	-$454K	–	935
2017 Q2	$454K	Sell	22,133 -6,062	-22%	-$123K	0.01%	514
2017 Q1	$590K	Buy	+28,195	New	+$580K	0.01%	438
2013 Q4	–	Sell	-40,206	Closed	-$511K	–	421
2013 Q3	$511K	Buy	+40,206	New	+$504K	0.01%	395

Other funds holding WRB

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Magnetar Financial's WRB Position: Q2 2025 in Review

Magnetar Financial sold out of W.R. Berkley (WRB) in Q2 2025, closing a stake of 7,156 shares — an estimated $509K sold.

Magnetar Financial first reported a position in WRB in Q3 2013 and held it in 13 quarters. The position peaked at $3.28M in Q1 2023. 923 funds tracked by Wall St. Rank hold WRB as of Q2 2025.

Magnetar Financial reported no remaining W.R. Berkley position as of Q2 2025 after selling out during the quarter.
Magnetar Financial sold 7,156 W.R. Berkley shares in Q2 2025, an estimated $509K.
Magnetar Financial first reported a position in W.R. Berkley in Q3 2013 and held it in 13 quarters.
Magnetar Financial's W.R. Berkley position peaked at $3.28M in Q1 2023.
923 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2025.

Based on Magnetar Financial's 13F filing for Q2 2025, filed 12 Aug 2025.