Rehmann Capital Advisory Group’s W.R. Berkley WRB Stock Holding History

Rehmann Capital Advisory Group’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	-2,702	Closed	-$207K	–	688
2025 Q3	$207K	Sell	2,702 -105	-4%	-$7.48K	0.01%	603
2025 Q2	$206K	Sell	2,807 -275	-9%	-$19.7K	0.01%	584
2025 Q1	$219K	Buy	+3,082	New	+$189K	0.01%	558
2019 Q3	$99.9K	Hold	3,110	–	–	0.01%	447
2019 Q2	$91.2K	Sell	3,110 -491	-14%	-$13.4K	0.01%	635
2019 Q1	$90.4K	Buy	3,601 +395	+12%	+$9.31K	0.01%	621
2018 Q4	$70.2K	Buy	3,206 +1,259	+65%	+$28.3K	0.01%	494
2018 Q3	$46.1K	Sell	1,947 -1,445	-43%	-$32.8K	0.01%	838
2018 Q2	$72.8K	Hold	3,392	–	–	0.01%	657
2018 Q1	$73K	Buy	+3,392	New	+$70.8K	0.01%	646

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rehmann Capital Advisory Group's WRB Position: Q4 2025 in Review

Rehmann Capital Advisory Group sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 2,702 shares — an estimated $207K sold.

Rehmann Capital Advisory Group first reported a position in WRB in Q1 2018 and held it in 10 quarters. The position peaked at $219K in Q1 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

Rehmann Capital Advisory Group reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
Rehmann Capital Advisory Group sold 2,702 W.R. Berkley shares in Q4 2025, an estimated $207K.
Rehmann Capital Advisory Group first reported a position in W.R. Berkley in Q1 2018 and held it in 10 quarters.
Rehmann Capital Advisory Group's W.R. Berkley position peaked at $219K in Q1 2025.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on Rehmann Capital Advisory Group's 13F filing for Q4 2025, filed 4 Mar 2026.