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Meitav Investment House’s W.R. Berkley WRB Stock Holding History

Meitav Investment House’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
Q1 		– Sell
-7,425
Closed -$435K – 248
2024
Q4 		$435K Hold
7,425
– – 0.01% 174
2024
Q3 		$440K Hold
7,425
– – 0.01% 176
2024
Q2 		$393K Hold
7,425
– – 0.01% 176
2024
Q1 		$438K Hold
7,425
– – 0.01% 180
2023
Q4 		$349K Buy
+7,425
New +$338K 0.01% 278

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Meitav Investment House's WRB Position: Q1 2025 in Review

Meitav Investment House sold out of W.R. Berkley (WRB) in Q1 2025, closing a stake of 7,425 shares — an estimated $435K sold.

Meitav Investment House first reported a position in WRB in Q4 2023 and held it in 5 quarters. The position peaked at $440K in Q3 2024. 917 funds tracked by Wall St. Rank hold WRB as of Q1 2025.

  • Meitav Investment House reported no remaining W.R. Berkley position as of Q1 2025 after selling out during the quarter.
  • Meitav Investment House sold 7,425 W.R. Berkley shares in Q1 2025, an estimated $435K.
  • Meitav Investment House first reported a position in W.R. Berkley in Q4 2023 and held it in 5 quarters.
  • Meitav Investment House's W.R. Berkley position peaked at $440K in Q3 2024.
  • 917 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2025.

Based on Meitav Investment House's 13F filing for Q1 2025, filed 12 May 2025.