Otter Creek Advisors’s W.R. Berkley WRB Stock Holding History

Otter Creek 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 Q3	$4.33M	Buy	56,568 +18,477	+49%	+$1.32M	4.3%	6
2025 Q2	$2.8M	Sell	38,091 -42,265	-53%	-$3.03M	1.98%	29
2025 Q1	$5.72M	Sell	80,356 -6,809	-8%	-$417K	3.43%	5
2024 Q4	$5.1M	Sell	87,165 -12,118	-12%	-$726K	3.51%	7
2024 Q3	$5.63M	Buy	99,283 +16,630	+20%	+$934K	3.57%	9
2024 Q2	$4.33M	Buy	82,653 +27,859	+51%	+$1.49M	2.81%	17
2024 Q1	$3.23M	Buy	54,794 +37,772	+222%	+$2.04M	1.92%	22
2023 Q4	$802K	Buy	+17,022	New	+$776K	0.48%	45
2023 Q2	–	Sell	-55,460	Closed	-$2.3M	–	53
2023 Q1	$2.3M	Buy	+55,460	New	+$2.48M	1.65%	31

Other funds holding WRB

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

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Otter Creek Advisors's WRB Position: Q3 2025 in Review

Otter Creek Advisors increased its W.R. Berkley (WRB) stake by 49% in Q3 2025, buying an estimated $1.32M and bringing the position to 56,568 shares worth $4.33M. The position accounts for 4.3% of the portfolio, ranked #6.

Otter Creek Advisors first reported a position in WRB in Q1 2023 and has held it in 9 quarters since. The position peaked at $5.72M in Q1 2025. 930 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

Otter Creek Advisors held 56,568 shares of W.R. Berkley worth $4.33M as of Q3 2025.
Otter Creek Advisors bought 18,477 W.R. Berkley shares in Q3 2025, an estimated $1.32M.
W.R. Berkley made up 4.3% of Otter Creek Advisors's portfolio in Q3 2025, its #6 holding.
Otter Creek Advisors first reported a position in W.R. Berkley in Q1 2023 and has held it in 9 quarters since.
Otter Creek Advisors's W.R. Berkley position peaked at $5.72M in Q1 2025.
930 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on Otter Creek Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.