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

MorganRosel 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
Q3 		– Sell
-73
Closed -$5.36K – 354
2025
Q2 		$5.36K Hold
73
– – ﹤0.01% 284
2025
Q1 		$5.2K Buy
+73
New +$4.47K ﹤0.01% 273
2023
Q1 		– Sell
-19,671
Closed -$952K – 99
2022
Q4 		$952K Buy
19,671
+3,552
+22% +$171K 0.44% 46
2022
Q3 		$694K Buy
+16,119
New +$700K 0.35% 54

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 $3.38T 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
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

MorganRosel Wealth Management's WRB Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of W.R. Berkley (WRB) in Q3 2025, closing a stake of 73 shares — an estimated $5.36K sold.

MorganRosel Wealth Management first reported a position in WRB in Q3 2022 and held it in 4 quarters. The position peaked at $952K in Q4 2022. 934 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining W.R. Berkley position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 73 W.R. Berkley shares in Q3 2025, an estimated $5.36K.
  • MorganRosel Wealth Management first reported a position in W.R. Berkley in Q3 2022 and held it in 4 quarters.
  • MorganRosel Wealth Management's W.R. Berkley position peaked at $952K in Q4 2022.
  • 934 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.