SWP
WRB icon

Significant Wealth Partners’s W.R. Berkley WRB Stock Holding History

Significant Wealth Partners’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
-4,157
Closed -$319K – 116
2025
Q3 		$319K Buy
4,157
+603
+17% +$42.9K 0.16% 69
2025
Q2 		$261K Sell
3,554
-560
-14% -$40.1K 0.13% 74
2025
Q1 		$293K Buy
4,114
+655
+19% +$40.1K 0.15% 60
2024
Q4 		$202K Buy
+3,459
New +$207K 0.1% 75

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

Significant Wealth Partners's WRB Position: Q4 2025 in Review

Significant Wealth Partners sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 4,157 shares — an estimated $319K sold.

Significant Wealth Partners first reported a position in WRB in Q4 2024 and held it in 4 quarters. The position peaked at $319K in Q3 2025. 950 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

  • Significant Wealth Partners reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
  • Significant Wealth Partners sold 4,157 W.R. Berkley shares in Q4 2025, an estimated $319K.
  • Significant Wealth Partners first reported a position in W.R. Berkley in Q4 2024 and held it in 4 quarters.
  • Significant Wealth Partners's W.R. Berkley position peaked at $319K in Q3 2025.
  • 950 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on Significant Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.