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Marshall & Sterling Wealth Advisors’s W.R. Berkley WRB Stock Holding History

Marshall & Sterling Wealth Advisors’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
-6
Closed -$460 – 634
2025
Q3 		$460 Sell
6
-179
-97% -$12.7K ﹤0.01% 626
2025
Q2 		$13.6K Buy
185
+43
+30% +$3.08K 0.01% 292
2025
Q1 		$10.1K Buy
+142
New +$8.7K 0.01% 317

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

Marshall & Sterling Wealth Advisors's WRB Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 6 shares — an estimated $460 sold.

Marshall & Sterling Wealth Advisors first reported a position in WRB in Q1 2025 and held it in 3 quarters. The position peaked at $13.6K in Q2 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 6 W.R. Berkley shares in Q4 2025, an estimated $460.
  • Marshall & Sterling Wealth Advisors first reported a position in W.R. Berkley in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's W.R. Berkley position peaked at $13.6K in Q2 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.