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Peapack-Gladstone Financial Corp’s W.R. Berkley WRB Stock Holding History

Peapack-Gladstone Financial Corp’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 		– Sell
-4,113
Closed -$315K – 698
2025
Q3 		$315K Sell
4,113
-1,049
-20% -$74.7K ﹤0.01% 570
2025
Q2 		$379K Sell
5,162
-356
-6% -$25.5K 0.01% 519
2025
Q1 		$393K Buy
5,518
+56
+1% +$3.43K 0.01% 519
2024
Q4 		$320K Buy
+5,462
New +$327K ﹤0.01% 560

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 $3.38T AUM 44.17% 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

Peapack-Gladstone Financial Corp's WRB Position: Q4 2025 in Review

Peapack-Gladstone Financial Corp sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 4,113 shares — an estimated $315K sold.

Peapack-Gladstone Financial Corp first reported a position in WRB in Q4 2024 and held it in 4 quarters. The position peaked at $393K in Q1 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

  • Peapack-Gladstone Financial Corp reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
  • Peapack-Gladstone Financial Corp sold 4,113 W.R. Berkley shares in Q4 2025, an estimated $315K.
  • Peapack-Gladstone Financial Corp first reported a position in W.R. Berkley in Q4 2024 and held it in 4 quarters.
  • Peapack-Gladstone Financial Corp's W.R. Berkley position peaked at $393K in Q1 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q4 2025, filed 10 Feb 2026.