NorthRock Partners’s W.R. Berkley WRB Stock Holding History

NorthRock Partners’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	–	Sell	-3,434	Closed	-$263K	–	918
2025 Q3	$263K	Sell	3,434 -1,624	-32%	-$116K	﹤0.01%	744
2025 Q2	$373K	Buy	5,058 +1,015	+25%	+$72.8K	0.01%	475
2025 Q1	$288K	Sell	4,043 -356	-8%	-$21.8K	0.01%	480
2024 Q4	$257K	Buy	4,399 +31	+0.7%	+$1.86K	0.01%	513
2024 Q3	$248K	Sell	4,368 -21	-0.5%	-$1.18K	0.01%	559
2024 Q2	$227K	Sell	4,389 -120	-3%	-$6.43K	0.01%	540
2024 Q1	$261K	Buy	4,509 +90	+2%	+$4.87K	0.01%	518
2023 Q4	$204K	Buy	+4,419	New	+$201K	0.01%	546

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

NorthRock Partners's WRB Position: Q4 2025 in Review

NorthRock Partners sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 3,434 shares — an estimated $263K sold.

NorthRock Partners first reported a position in WRB in Q4 2023 and held it in 8 quarters. The position peaked at $373K in Q2 2025. 947 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

NorthRock Partners reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
NorthRock Partners sold 3,434 W.R. Berkley shares in Q4 2025, an estimated $263K.
NorthRock Partners first reported a position in W.R. Berkley in Q4 2023 and held it in 8 quarters.
NorthRock Partners's W.R. Berkley position peaked at $373K in Q2 2025.
947 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on NorthRock Partners's 13F filing for Q4 2025, filed 17 Feb 2026.