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Pineridge Advisors’s W.R. Berkley WRB Stock Holding History

Pineridge 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 		– Sell
-18
Closed -$1.33K – 583
2025
Q2 		$1.33K Buy
+18
New +$1.29K ﹤0.01% 451
2025
Q1 		– Sell
-183
Closed -$10.7K – 675
2024
Q4 		$10.7K Buy
+183
New +$11K ﹤0.01% 292

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pineridge Advisors's WRB Position: Q3 2025 in Review

Pineridge Advisors sold out of W.R. Berkley (WRB) in Q3 2025, closing a stake of 18 shares — an estimated $1.33K sold.

Pineridge Advisors first reported a position in WRB in Q4 2024 and held it in 2 quarters. The position peaked at $10.7K in Q4 2024. 930 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

  • Pineridge Advisors reported no remaining W.R. Berkley position as of Q3 2025 after selling out during the quarter.
  • Pineridge Advisors sold 18 W.R. Berkley shares in Q3 2025, an estimated $1.33K.
  • Pineridge Advisors first reported a position in W.R. Berkley in Q4 2024 and held it in 2 quarters.
  • Pineridge Advisors's W.R. Berkley position peaked at $10.7K in Q4 2024.
  • 930 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.