Ontario Teachers' Pension Plan Board’s W.R. Berkley WRB Stock Holding History

Ontario Teachers' Pension Plan Board’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 Q3	–	Sell	-6,111	Closed	-$449K	–	343
2025 Q2	$449K	Buy	+6,111	New	+$438K	0.01%	283
2024 Q1	–	Sell	-11,361	Closed	-$536K	–	561
2023 Q4	$536K	Sell	11,361 -6,372	-36%	-$290K	0.01%	439
2023 Q3	$751K	Buy	+17,733	New	+$735K	0.01%	400
2020 Q4	–	Sell	-23,200	Closed	-$631K	–	592
2020 Q3	$631K	Hold	23,200	–	–	0.01%	274
2020 Q2	$591K	Hold	23,200	–	–	0.01%	299
2020 Q1	$538K	Buy	23,200 +9,043	+64%	+$269K	0.01%	353
2019 Q4	$435K	Sell	14,157 -117,018	-89%	-$3.61M	0.01%	461
2019 Q3	$4.21M	Buy	+131,175	New	+$4.1M	0.08%	223
2019 Q2	–	Sell	-134,663	Closed	-$3.38M	–	669
2019 Q1	$3.38M	Sell	134,663 -85,529	-39%	-$2.02M	0.07%	194
2018 Q4	$4.82M	Sell	220,192 -48,121	-18%	-$1.08M	0.12%	119
2018 Q3	$6.35M	Buy	+268,313	New	+$6.09M	0.09%	159

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

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 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

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

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

Ontario Teachers' Pension Plan Board's WRB Position: Q3 2025 in Review

Ontario Teachers' Pension Plan Board sold out of W.R. Berkley (WRB) in Q3 2025, closing a stake of 6,111 shares — an estimated $449K sold.

Ontario Teachers' Pension Plan Board first reported a position in WRB in Q3 2018 and held it in 11 quarters. The position peaked at $6.35M in Q3 2018. 934 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

Ontario Teachers' Pension Plan Board reported no remaining W.R. Berkley position as of Q3 2025 after selling out during the quarter.
Ontario Teachers' Pension Plan Board sold 6,111 W.R. Berkley shares in Q3 2025, an estimated $449K.
Ontario Teachers' Pension Plan Board first reported a position in W.R. Berkley in Q3 2018 and held it in 11 quarters.
Ontario Teachers' Pension Plan Board's W.R. Berkley position peaked at $6.35M in Q3 2018.
934 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on Ontario Teachers' Pension Plan Board's 13F filing for Q3 2025, filed 7 Nov 2025.