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

R Squared’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 Q1	–	Sell	-1,400	Closed	-$81.9K	–	1525
2024 Q4	$81.9K	Buy	+1,400	New	+$83.9K	0.08%	323

Other funds holding WRB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

R Squared's WRB Position: Q1 2025 in Review

R Squared sold out of W.R. Berkley (WRB) in Q1 2025, closing a stake of 1,400 shares — an estimated $81.9K sold.

R Squared first reported a position in WRB in Q4 2024 and held it in 1 quarter. The position peaked at $81.9K in Q4 2024. 916 funds tracked by Wall St. Rank hold WRB as of Q1 2025.

R Squared reported no remaining W.R. Berkley position as of Q1 2025 after selling out during the quarter.
R Squared sold 1,400 W.R. Berkley shares in Q1 2025, an estimated $81.9K.
R Squared first reported a position in W.R. Berkley in Q4 2024 and held it in 1 quarter.
R Squared's W.R. Berkley position peaked at $81.9K in Q4 2024.
916 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.