Paradigm Asset Management’s W.R. Berkley WRB Stock Holding History

Paradigm Asset Management’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	-17,800	Closed	-$1.27M	–	560
2025 Q1	$1.27M	Hold	17,800	–	–	0.34%	110
2024 Q4	$1.04M	Buy	+17,800	New	+$1.07M	0.29%	140
2022 Q4	–	Sell	-6,750	Closed	-$291K	–	544
2022 Q3	$291K	Sell	6,750 -1,650	-20%	-$71.6K	0.1%	255
2022 Q2	$382K	Buy	+8,400	New	+$382K	0.12%	244
2020 Q2	–	Sell	-3,038	Closed	-$70.4K	–	422
2020 Q1	$70.4K	Hold	3,038	–	–	0.03%	327
2019 Q4	$93.3K	Buy	+3,038	New	+$93.8K	0.03%	348

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 $3.37T 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

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

Paradigm Asset Management's WRB Position: Q2 2025 in Review

Paradigm Asset Management sold out of W.R. Berkley (WRB) in Q2 2025, closing a stake of 17,800 shares — an estimated $1.27M sold.

Paradigm Asset Management first reported a position in WRB in Q4 2019 and held it in 6 quarters. The position peaked at $1.27M in Q1 2025. 922 funds tracked by Wall St. Rank hold WRB as of Q2 2025.

Paradigm Asset Management reported no remaining W.R. Berkley position as of Q2 2025 after selling out during the quarter.
Paradigm Asset Management sold 17,800 W.R. Berkley shares in Q2 2025, an estimated $1.27M.
Paradigm Asset Management first reported a position in W.R. Berkley in Q4 2019 and held it in 6 quarters.
Paradigm Asset Management's W.R. Berkley position peaked at $1.27M in Q1 2025.
922 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2025.

Based on Paradigm Asset Management's 13F filing for Q2 2025, filed 6 Aug 2025.