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MBB Public Markets’s W.R. Berkley WRB Stock Holding History

MBB Public Markets’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
-4,096
Closed -$301K – 488
2025
Q2 		$301K Sell
4,096
-888
-18% -$63.6K 0.03% 112
2025
Q1 		$355K Buy
+4,984
New +$305K 0.04% 41
2024
Q4 		– Sell
-5,670
Closed -$322K – 550
2024
Q3 		$322K Sell
5,670
-16,416
-74% -$922K 0.02% 349
2024
Q2 		$1.16M Buy
+22,086
New +$1.18M 0.02% 488

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 $3.37T AUM 44.26% 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

MBB Public Markets's WRB Position: Q3 2025 in Review

MBB Public Markets sold out of W.R. Berkley (WRB) in Q3 2025, closing a stake of 4,096 shares — an estimated $301K sold.

MBB Public Markets first reported a position in WRB in Q2 2024 and held it in 4 quarters. The position peaked at $1.16M in Q2 2024. 933 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

  • MBB Public Markets reported no remaining W.R. Berkley position as of Q3 2025 after selling out during the quarter.
  • MBB Public Markets sold 4,096 W.R. Berkley shares in Q3 2025, an estimated $301K.
  • MBB Public Markets first reported a position in W.R. Berkley in Q2 2024 and held it in 4 quarters.
  • MBB Public Markets's W.R. Berkley position peaked at $1.16M in Q2 2024.
  • 933 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on MBB Public Markets's 13F filing for Q3 2025, filed 14 Nov 2025.