Pitcairn’s W.R. Berkley WRB Stock Holding History

Pitcairn’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	-7,653	Closed	-$586K	–	601
2025 Q3	$586K	Sell	7,653 -7,903	-51%	-$563K	0.05%	314
2025 Q2	$1.14M	Sell	15,556 -2,747	-15%	-$197K	0.07%	235
2025 Q1	$1.3M	Sell	18,303 -4,590	-20%	-$281K	0.08%	220
2024 Q4	$1.34M	Buy	+22,893	New	+$1.37M	0.08%	217

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pitcairn's WRB Position: Q4 2025 in Review

Pitcairn sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 7,653 shares — an estimated $586K sold.

Pitcairn first reported a position in WRB in Q4 2024 and held it in 4 quarters. The position peaked at $1.34M in Q4 2024. 947 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

Pitcairn reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
Pitcairn sold 7,653 W.R. Berkley shares in Q4 2025, an estimated $586K.
Pitcairn first reported a position in W.R. Berkley in Q4 2024 and held it in 4 quarters.
Pitcairn's W.R. Berkley position peaked at $1.34M in Q4 2024.
947 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on Pitcairn's 13F filing for Q4 2025.