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Pinnacle Financial Partners (Tennessee)’s W.R. Berkley WRB Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
-1,467
Closed -$108K – 534
2025
Q2 		$108K Hold
1,467
– – ﹤0.01% 471
2025
Q1 		$85.8K Hold
1,467
– – ﹤0.01% 472
2024
Q4 		$83.2K Hold
1,467
– – ﹤0.01% 466
2024
Q3 		$83.2K Buy
+1,467
New +$82.4K ﹤0.01% 466
2017
Q3 		– Sell
-1,772
Closed -$36K – 450
2017
Q2 		$36K Buy
+1,772
New +$35.9K 0.01% 362

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

Pinnacle Financial Partners (Tennessee)'s WRB Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) sold out of W.R. Berkley (WRB) in Q3 2025, closing a stake of 1,467 shares — an estimated $108K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in WRB in Q2 2017 and held it in 5 quarters. The position peaked at $108K in Q2 2025. 930 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) reported no remaining W.R. Berkley position as of Q3 2025 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 1,467 W.R. Berkley shares in Q3 2025, an estimated $108K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in W.R. Berkley in Q2 2017 and held it in 5 quarters.
  • Pinnacle Financial Partners (Tennessee)'s W.R. Berkley position peaked at $108K in Q2 2025.
  • 930 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.