Old Mission Capital’s W.R. Berkley WRB Stock Holding History

Old Mission Capital’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	-32,012	Closed	-$1.87M	–	1264
2024 Q4	$1.87M	Buy	+32,012	New	+$1.92M	0.03%	226
2023 Q4	–	Sell	-23,736	Closed	-$1M	–	1678
2023 Q3	$1M	Buy	+23,736	New	+$983K	0.02%	485
2022 Q3	–	Sell	-5,355	Closed	-$244K	–	1378
2022 Q2	$244K	Sell	5,355 -103,919	-95%	-$4.72M	0.01%	1051
2022 Q1	$4.85M	Buy	109,274 +66,114	+153%	+$2.64M	0.14%	118
2021 Q4	$1.58M	Buy	+43,160	New	+$1.53M	0.07%	303
2020 Q2	–	Sell	-14,801	Closed	-$343K	–	652
2020 Q1	$343K	Buy	+14,801	New	+$441K	0.03%	273

Other funds holding WRB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Old Mission Capital's WRB Position: Q1 2025 in Review

Old Mission Capital sold out of W.R. Berkley (WRB) in Q1 2025, closing a stake of 32,012 shares — an estimated $1.87M sold.

Old Mission Capital first reported a position in WRB in Q1 2020 and held it in 6 quarters. The position peaked at $4.85M in Q1 2022. 917 funds tracked by Wall St. Rank hold WRB as of Q1 2025.

Old Mission Capital reported no remaining W.R. Berkley position as of Q1 2025 after selling out during the quarter.
Old Mission Capital sold 32,012 W.R. Berkley shares in Q1 2025, an estimated $1.87M.
Old Mission Capital first reported a position in W.R. Berkley in Q1 2020 and held it in 6 quarters.
Old Mission Capital's W.R. Berkley position peaked at $4.85M in Q1 2022.
917 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2025.

Based on Old Mission Capital's 13F filing for Q1 2025, filed 15 May 2025.