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

ORG 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	$3.43K	Buy	49 +13	+36%	+$958	﹤0.01%	1330
2025 Q3	$2.76K	Sell	36 -48	-57%	-$3.42K	﹤0.01%	1257
2025 Q2	$6.12K	Buy	+84	New	+$6.02K	﹤0.01%	1003
2024 Q3	–	Sell	-2,610	Closed	-$137K	–	1390
2024 Q2	$137K	Buy	+2,610	New	+$140K	0.02%	509
2024 Q1	–	Sell	-1,110	Closed	-$52.3K	–	1128
2023 Q4	$52.3K	Buy	+1,110	New	+$50.6K	0.01%	509

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

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 $3.37T AUM 44.26% 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

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ORG Partners's WRB Position: Q4 2025 in Review

ORG Partners increased its W.R. Berkley (WRB) stake by 36% in Q4 2025, buying an estimated $958 and bringing the position to 49 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

ORG Partners first reported a position in WRB in Q4 2023 and has held it in 5 quarters since. The position peaked at $137K in Q2 2024. 950 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

ORG Partners held 49 shares of W.R. Berkley worth $3.43K as of Q4 2025.
ORG Partners bought 13 W.R. Berkley shares in Q4 2025, an estimated $958.
W.R. Berkley made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1330 holding.
ORG Partners first reported a position in W.R. Berkley in Q4 2023 and has held it in 5 quarters since.
ORG Partners's W.R. Berkley position peaked at $137K in Q2 2024.
950 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.