Maridea Wealth Management’s W.R. Berkley WRB Stock Holding History

Maridea Wealth Management’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	-7,180	Closed	-$528K	–	469
2025 Q3	$528K	Buy	7,180 +141	+2%	+$10K	0.08%	233
2025 Q2	$517K	Buy	+7,039	New	+$505K	0.13%	148
2025 Q1	–	Sell	-7,336	Closed	-$429K	–	281
2024 Q4	$429K	Buy	+7,336	New	+$439K	0.14%	136

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 $3.37T AUM 44.26% 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

Maridea Wealth Management's WRB Position: Q4 2025 in Review

Maridea Wealth Management sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 7,180 shares — an estimated $528K sold.

Maridea Wealth Management first reported a position in WRB in Q4 2024 and held it in 3 quarters. The position peaked at $528K in Q3 2025. 950 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

Maridea Wealth Management reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
Maridea Wealth Management sold 7,180 W.R. Berkley shares in Q4 2025, an estimated $528K.
Maridea Wealth Management first reported a position in W.R. Berkley in Q4 2024 and held it in 3 quarters.
Maridea Wealth Management's W.R. Berkley position peaked at $528K in Q3 2025.
950 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on Maridea Wealth Management's 13F filing for Q4 2025, filed 8 Jan 2026.