RW
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Rede Wealth’s W.R. Berkley WRB Stock Holding History

Rede Wealth’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
-2,739
Closed -$210K – 185
2025
Q3 		$210K Buy
+2,739
New +$195K 0.16% 101

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rede Wealth's WRB Position: Q4 2025 in Review

Rede Wealth sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 2,739 shares — an estimated $210K sold.

Rede Wealth first reported a position in WRB in Q3 2025 and held it in 1 quarter. The position peaked at $210K in Q3 2025. 950 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

  • Rede Wealth reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
  • Rede Wealth sold 2,739 W.R. Berkley shares in Q4 2025, an estimated $210K.
  • Rede Wealth first reported a position in W.R. Berkley in Q3 2025 and held it in 1 quarter.
  • Rede Wealth's W.R. Berkley position peaked at $210K in Q3 2025.
  • 950 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on Rede Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.