One Wealth Advisors’s W.R. Berkley WRB Stock Holding History

One Wealth Advisors’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	-3,227	Closed	-$230K	–	301
2025 Q1	$230K	Sell	3,227 -326	-9%	-$20K	0.03%	257
2024 Q4	$208K	Hold	3,553	–	–	0.03%	238
2024 Q3	$202K	Sell	3,553 -1,777	-33%	-$99.8K	0.03%	262
2024 Q2	$203K	Buy	5,330 +1,775	+50%	+$95.1K	0.04%	227
2024 Q1	$210K	Buy	+3,555	New	+$192K	0.04%	232
2023 Q1	–	Sell	-3,857	Closed	-$187K	–	604
2022 Q4	$187K	Buy	+3,857	New	+$186K	0.04%	203
2019 Q2	–	Sell	-1,036	Closed	-$26K	–	484
2019 Q1	$26K	Buy	+1,036	New	+$24.4K	0.02%	252
2018 Q4	–	Sell	-1,488	Closed	-$36K	–	480
2018 Q3	$36K	Hold	1,488	–	–	0.03%	283
2018 Q2	$32K	Buy	+1,488	New	+$33.1K	0.03%	285
2018 Q1	–	Sell	-1,343	Closed	-$29K	–	592
2017 Q4	$29K	Buy	+1,343	New	+$27.4K	0.02%	306

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

One Wealth Advisors's WRB Position: Q2 2025 in Review

One Wealth Advisors sold out of W.R. Berkley (WRB) in Q2 2025, closing a stake of 3,227 shares — an estimated $230K sold.

One Wealth Advisors first reported a position in WRB in Q4 2017 and held it in 10 quarters. The position peaked at $230K in Q1 2025. 923 funds tracked by Wall St. Rank hold WRB as of Q2 2025.

One Wealth Advisors reported no remaining W.R. Berkley position as of Q2 2025 after selling out during the quarter.
One Wealth Advisors sold 3,227 W.R. Berkley shares in Q2 2025, an estimated $230K.
One Wealth Advisors first reported a position in W.R. Berkley in Q4 2017 and held it in 10 quarters.
One Wealth Advisors's W.R. Berkley position peaked at $230K in Q1 2025.
923 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2025.

Based on One Wealth Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.