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Platform Technology Partners’s W.R. Berkley WRB Stock Holding History

Platform Technology Partners’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
-4,311
Closed -$317K – 274
2025
Q2 		$317K Sell
4,311
-48
-1% -$3.44K 0.08% 192
2025
Q1 		$310K Hold
4,359
– – 0.09% 181
2024
Q4 		$255K Sell
4,359
-1,751
-29% -$105K 0.08% 188
2024
Q3 		$347K Sell
6,110
-13
-0.2% -$730 0.11% 160
2024
Q2 		$321K Buy
+6,123
New +$328K 0.11% 161
2023
Q4 		$343K Sell
6,383
-7
-0.1% -$319 0.13% 145
2023
Q3 		$270K Buy
+6,390
New +$265K 0.13% 152

Other funds holding WRB

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 $3.37T AUM 44.26% 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
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Platform Technology Partners's WRB Position: Q3 2025 in Review

Platform Technology Partners sold out of W.R. Berkley (WRB) in Q3 2025, closing a stake of 4,311 shares — an estimated $317K sold.

Platform Technology Partners first reported a position in WRB in Q3 2023 and held it in 7 quarters. The position peaked at $347K in Q3 2024. 933 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

  • Platform Technology Partners reported no remaining W.R. Berkley position as of Q3 2025 after selling out during the quarter.
  • Platform Technology Partners sold 4,311 W.R. Berkley shares in Q3 2025, an estimated $317K.
  • Platform Technology Partners first reported a position in W.R. Berkley in Q3 2023 and held it in 7 quarters.
  • Platform Technology Partners's W.R. Berkley position peaked at $347K in Q3 2024.
  • 933 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on Platform Technology Partners's 13F filing for Q3 2025, filed 29 Oct 2025.