Simplex Trading’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-3,060
| Closed | -$226K | – | 10273 |
|
|
2025
Q3 | $234K | Buy |
+3,060
| New | +$218K | ﹤0.01% | 4748 |
|
|
2025
Q1 | – | Sell |
-5,331
| Closed | -$327K | – | 9839 |
|
|
2024
Q4 | $311K | Buy |
+5,331
| New | +$319K | ﹤0.01% | 4034 |
|
|
2023
Q4 | – | Sell |
-3,815
| Closed | -$174K | – | 9966 |
|
|
2023
Q3 | $161K | Sell |
3,815
-2,845
| -43% | -$118K | ﹤0.01% | 4594 |
|
|
2023
Q2 | $264K | Buy |
+6,660
| New | +$262K | ﹤0.01% | 3987 |
|
|
2023
Q1 | – | Sell |
-293
| Closed | -$13.1K | – | 10269 |
|
|
2022
Q4 | $14K | Sell |
293
-2,241
| -88% | -$108K | ﹤0.01% | 7244 |
|
|
2022
Q3 | $109K | Sell |
2,534
-1,062
| -30% | -$46.1K | ﹤0.01% | 5404 |
|
|
2022
Q2 | $163K | Sell |
3,596
-1,468
| -29% | -$66.7K | ﹤0.01% | 4891 |
|
|
2022
Q1 | $224K | Buy |
+5,064
| New | +$202K | ﹤0.01% | 4998 |
|
|
2021
Q4 | – | Sell |
-5,861
| Closed | -$208K | – | 11580 |
|
|
2021
Q3 | $197K | Buy |
5,861
+5,850
| +53,182% | +$193K | ﹤0.01% | 5612 |
|
|
2021
Q2 | $0 | Sell |
11
-15,046
| -100% | -$521K | ﹤0.01% | 10794 |
|
|
2021
Q1 | $504K | Buy |
+15,057
| New | +$464K | ﹤0.01% | 3369 |
|
|
2020
Q3 | – | Sell |
-1,553
| Closed | -$42.6K | – | 8633 |
|
|
2020
Q2 | $39K | Buy |
+1,553
| New | +$38.1K | ﹤0.01% | 5708 |
|
|
2019
Q2 | – | Sell |
-6,487
| Closed | -$178K | – | 7888 |
|
|
2019
Q1 | $162K | Buy |
+6,487
| New | +$153K | ﹤0.01% | 3832 |
|
|
2018
Q3 | – | Sell |
-226
| Closed | -$5.13K | – | 8165 |
|
|
2018
Q2 | $4K | Sell |
226
-3,935
| -95% | -$87.5K | ﹤0.01% | 6827 |
|
|
2018
Q1 | $89K | Buy |
4,161
+1,032
| +33% | +$21.5K | ﹤0.01% | 1897 |
|
|
2017
Q4 | $66K | Sell |
3,129
-12,973
| -81% | -$265K | ﹤0.01% | 2173 |
|
|
2017
Q3 | $318K | Sell |
16,102
-8,296
| -34% | -$166K | 0.01% | 925 |
|
|
2017
Q2 | $500K | Sell |
24,398
-12,231
| -33% | -$248K | 0.02% | 655 |
|
|
2017
Q1 | $766K | Buy |
36,629
+27,250
| +291% | +$561K | 0.03% | 481 |
|
|
2016
Q4 | $184K | Buy |
9,379
+8,555
| +1,038% | +$154K | 0.01% | 1104 |
|
|
2016
Q3 | $14K | Buy |
+824
| New | +$14.3K | ﹤0.01% | 3332 |
|
|
2015
Q4 | – | Sell |
-20,280
| Closed | -$331K | – | 6238 |
|
|
2015
Q3 | $326K | Buy |
+20,280
| New | +$332K | 0.02% | 640 |
|
Other funds holding WRB
MSI
VCM
VPM
Simplex Trading's WRB Position: Q4 2025 in Review
Simplex Trading sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 3,060 shares — an estimated $226K sold.
Simplex Trading first reported a position in WRB in Q3 2015 and held it in 22 quarters. The position peaked at $766K in Q1 2017. 947 funds tracked by Wall St. Rank hold WRB as of Q4 2025.
- Simplex Trading reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
- Simplex Trading sold 3,060 W.R. Berkley shares in Q4 2025, an estimated $226K.
- Simplex Trading first reported a position in W.R. Berkley in Q3 2015 and held it in 22 quarters.
- Simplex Trading's W.R. Berkley position peaked at $766K in Q1 2017.
- 947 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.
Based on Simplex Trading's 13F filing for Q4 2025, filed 11 Feb 2026.