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Robert Torray’s W.R. Berkley WRB Stock Holding History

Robert Torray’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
-87,810
Closed -$6.45M – 109
2025
Q2 		$6.45M Sell
87,810
-132,279
-60% -$9.48M 0.94% 40
2025
Q1 		$15.7M Sell
220,089
-23,624
-10% -$1.45M 2.33% 13
2024
Q4 		$14.3M Hold
243,713
– – 2.05% 20
2024
Q3 		$13.8M Sell
243,713
-1
-0% -$56 1.93% 21
2024
Q2 		$12.8M Buy
243,714
+346
+0.1% +$18.5K 1.91% 22
2024
Q1 		$14.3M Hold
243,368
– – 2.15% 17
2023
Q4 		$11.5M Hold
243,368
– – 1.86% 23
2023
Q3 		$10.3M Hold
243,368
– – 1.82% 27
2023
Q2 		$9.66M Buy
+243,368
New +$9.57M 1.67% 28

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

Robert Torray's WRB Position: Q3 2025 in Review

Robert Torray sold out of W.R. Berkley (WRB) in Q3 2025, closing a stake of 87,810 shares — an estimated $6.45M sold.

Robert Torray first reported a position in WRB in Q2 2023 and held it in 9 quarters. The position peaked at $15.7M in Q1 2025. 933 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

  • Robert Torray reported no remaining W.R. Berkley position as of Q3 2025 after selling out during the quarter.
  • Robert Torray sold 87,810 W.R. Berkley shares in Q3 2025, an estimated $6.45M.
  • Robert Torray first reported a position in W.R. Berkley in Q2 2023 and held it in 9 quarters.
  • Robert Torray's W.R. Berkley position peaked at $15.7M in Q1 2025.
  • 933 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on Torray Investment Partners's 13F filing for Q3 2025, filed 22 Oct 2025.