Rise Advisors’s W.R. Berkley WRB Stock Holding History

Rise Advisors’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	-34	Closed	-$2.6K	–	1438
2025 Q3	$2.6K	Buy	34 +7	+26%	+$498	﹤0.01%	1173
2025 Q2	$1.98K	Buy	27 +7	+35%	+$502	﹤0.01%	1198
2025 Q1	$1.42K	Buy	+20	New	+$1.23K	﹤0.01%	1203
2023 Q2	–	Sell	-9	Closed	-$374	–	804
2023 Q1	$374	Buy	+9	New	+$403	﹤0.01%	755

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 $3.37T AUM 44.26% 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

Rise Advisors's WRB Position: Q4 2025 in Review

Rise Advisors sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 34 shares — an estimated $2.6K sold.

Rise Advisors first reported a position in WRB in Q1 2023 and held it in 4 quarters. The position peaked at $2.6K in Q3 2025. 950 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

Rise Advisors reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 34 W.R. Berkley shares in Q4 2025, an estimated $2.6K.
Rise Advisors first reported a position in W.R. Berkley in Q1 2023 and held it in 4 quarters.
Rise Advisors's W.R. Berkley position peaked at $2.6K in Q3 2025.
950 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.