NatWest Group’s W.R. Berkley WRB Stock Holding History

NatWest Group’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 Q2	–	Sell	-232,393	Closed	-$16.5M	–	38
2025 Q1	$16.5M	Buy	232,393 +132,130	+132%	+$8.1M	4.88%	2
2024 Q4	$5.87M	Sell	100,263 -25	-0%	-$1.5K	1.74%	25
2024 Q3	$5.69M	Buy	100,288 +15,536	+18%	+$872K	1.68%	26
2024 Q2	$4.44M	Sell	84,752 -87,700	-51%	-$4.7M	1.52%	28
2024 Q1	$10.2M	Sell	172,452 -14,019	-8%	-$758K	3.92%	9
2023 Q4	$8.79M	Buy	+186,471	New	+$8.5M	3.67%	13
2023 Q2	–	Sell	-42,860	Closed	-$1.78M	–	53
2023 Q1	$1.78M	Sell	42,860 -80,568	-65%	-$3.6M	0.96%	31
2022 Q4	$5.97M	Sell	123,428 -1,546	-1%	-$74.6K	3.39%	7
2022 Q3	$5.38M	Buy	+124,974	New	+$5.43M	3.12%	10
2013 Q4	–	Sell	-54,766	Closed	-$695K	–	908
2013 Q3	$695K	Buy	+54,766	New	+$687K	0.02%	561

Other funds holding WRB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

NatWest Group's WRB Position: Q2 2025 in Review

NatWest Group sold out of W.R. Berkley (WRB) in Q2 2025, closing a stake of 232,393 shares — an estimated $16.5M sold.

NatWest Group first reported a position in WRB in Q3 2013 and held it in 10 quarters. The position peaked at $16.5M in Q1 2025. 919 funds tracked by Wall St. Rank hold WRB as of Q2 2025.

NatWest Group reported no remaining W.R. Berkley position as of Q2 2025 after selling out during the quarter.
NatWest Group sold 232,393 W.R. Berkley shares in Q2 2025, an estimated $16.5M.
NatWest Group first reported a position in W.R. Berkley in Q3 2013 and held it in 10 quarters.
NatWest Group's W.R. Berkley position peaked at $16.5M in Q1 2025.
919 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2025.

Based on NatWest Group's 13F filing for Q2 2025, filed 31 Jul 2025.