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Pandora Wealth’s W.R. Berkley WRB Stock Holding History

Pandora Wealth’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 		$81.8K Hold
1,167
– – 0.05% 122
2025
Q3 		$89.4K Hold
1,167
– – 0.05% 114
2025
Q2 		$85.7K Hold
1,167
– – 0.05% 117
2025
Q1 		$83K Buy
+1,167
New +$71.5K 0.05% 119

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pandora Wealth's WRB Position: Q4 2025 in Review

Pandora Wealth held its W.R. Berkley (WRB) position steady in Q4 2025 at 1,167 shares worth $81.8K. The position accounts for 0.05% of the portfolio, ranked #122.

Pandora Wealth first reported a position in WRB in Q1 2025 and has held it in 4 quarters since. The position peaked at $89.4K in Q3 2025. 950 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

  • Pandora Wealth held 1,167 shares of W.R. Berkley worth $81.8K as of Q4 2025.
  • Pandora Wealth left its W.R. Berkley share count unchanged in Q4 2025.
  • W.R. Berkley made up 0.05% of Pandora Wealth's portfolio in Q4 2025, its #122 holding.
  • Pandora Wealth first reported a position in W.R. Berkley in Q1 2025 and has held it in 4 quarters since.
  • Pandora Wealth's W.R. Berkley position peaked at $89.4K in Q3 2025.
  • 950 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on Pandora Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.