NDVR Inc’s W.R. Berkley WRB Stock Holding History

NDVR Inc’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	$298K	Sell	4,256 -633	-13%	-$46.6K	0.25%	58
2025 Q3	$375K	Sell	4,889 -93	-2%	-$6.62K	0.31%	37
2025 Q2	$366K	Buy	4,982 +96	+2%	+$6.88K	0.34%	35
2025 Q1	$348K	Sell	4,886 -202	-4%	-$12.4K	0.35%	34
2024 Q4	$298K	Buy	5,088 +328	+7%	+$19.6K	0.29%	53
2024 Q3	$269K	Buy	4,760 +479	+11%	+$26.9K	0.28%	56
2024 Q2	$224K	Buy	4,281 +337	+9%	+$18.1K	0.23%	75
2024 Q1	$233K	Buy	+3,944	New	+$213K	0.22%	79

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM

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

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NDVR Inc's WRB Position: Q4 2025 in Review

NDVR Inc reduced its W.R. Berkley (WRB) stake by 13% in Q4 2025, selling an estimated $46.6K and leaving 4,256 shares worth $298K. The position accounts for 0.25% of the portfolio, ranked #58.

NDVR Inc first reported a position in WRB in Q1 2024 and has held it in 8 quarters since. The position peaked at $375K in Q3 2025. 947 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

NDVR Inc held 4,256 shares of W.R. Berkley worth $298K as of Q4 2025.
NDVR Inc sold 633 W.R. Berkley shares in Q4 2025, an estimated $46.6K.
W.R. Berkley made up 0.25% of NDVR Inc's portfolio in Q4 2025, its #58 holding.
NDVR Inc first reported a position in W.R. Berkley in Q1 2024 and has held it in 8 quarters since.
NDVR Inc's W.R. Berkley position peaked at $375K in Q3 2025.
947 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on NDVR Inc's 13F filing for Q4 2025, filed 12 Feb 2026.