Simplex Trading
WRB icon

Simplex Trading’s W.R. Berkley WRB Stock Holding History

Simplex Trading’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
2026
Q1 		$285K Sell
4,300
-24,800
-85% -$1.71M ﹤0.01% 3879
2025
Q4 		$2.04M Buy
29,100
+25,600
+731% +$1.89M ﹤0.01% 1970
2025
Q3 		$268K Sell
3,500
-1,500
-30% -$107K ﹤0.01% 4611
2025
Q2 		$367K Sell
5,000
-2,600
-34% -$186K ﹤0.01% 3844
2025
Q1 		$540K Buy
7,600
+6,800
+850% +$417K ﹤0.01% 3324
2024
Q4 		$46K Sell
800
-27,150
-97% -$1.63M ﹤0.01% 5975
2024
Q3 		$1.58M Buy
27,950
+21,050
+305% +$1.18M ﹤0.01% 2488
2024
Q2 		$361K Sell
6,900
-5,850
-46% -$313K ﹤0.01% 4014
2024
Q1 		$751K Sell
12,750
-2,100
-14% -$114K ﹤0.01% 3423
2023
Q4 		$700K Buy
14,850
+13,200
+800% +$602K ﹤0.01% 3366
2023
Q3 		$69K Sell
1,650
-300
-15% -$12.4K ﹤0.01% 5494
2023
Q2 		$77K Sell
1,950
-36,300
-95% -$1.43M ﹤0.01% 5381
2023
Q1 		$1.59M Buy
38,250
+32,700
+589% +$1.46M ﹤0.01% 2146
2022
Q4 		$268K Sell
5,550
-3,000
-35% -$145K ﹤0.01% 3877
2022
Q3 		$368K Buy
8,550
+4,350
+104% +$189K ﹤0.01% 3835
2022
Q2 		$191K Sell
4,200
-375
-8% -$17.1K ﹤0.01% 4673
2022
Q1 		$203K Sell
4,575
-1,500
-25% -$59.8K ﹤0.01% 5132
2021
Q4 		$222K Buy
6,075
+4,725
+350% +$168K ﹤0.01% 5039
2021
Q3 		$45K Hold
1,350
– – ﹤0.01% 7638
2021
Q2 		$44K Buy
1,350
+1,222
+955% +$42.3K ﹤0.01% 7807
2021
Q1 		$429K Buy
128
+56
+78% +$1.73K ﹤0.01% 3596
2020
Q4 		$212K Buy
72
+70
+3,500% +$2.02K ﹤0.01% 4520
2020
Q3 		$6K Sell
2
-25
-93% -$685 ﹤0.01% 7060
2020
Q2 		$68K Sell
27
-133
-83% -$3.26K ﹤0.01% 5206
2020
Q1 		$370K Buy
160
+135
+540% +$4.02K ﹤0.01% 2922
2019
Q4 		$76K Sell
25
-22
-47% -$679 ﹤0.01% 4813
2019
Q3 		$151K Buy
47
+11
+31% +$344 ﹤0.01% 3867
2019
Q2 		$105K Buy
+36
New +$985 ﹤0.01% 4140
2019
Q1 		– Sell
-47
Closed -$103K – 7971
2018
Q4 		$103K Buy
47
+13
+38% +$292 ﹤0.01% 3837
2018
Q3 		$79K Sell
34
-13
-28% -$295 ﹤0.01% 4692
2018
Q2 		$101K Buy
47
+30
+176% +$667 ﹤0.01% 4282
2018
Q1 		$1K Buy
17
+7
+70% +$146 ﹤0.01% 5824
2017
Q4 		$1K Buy
+10
New +$204 ﹤0.01% 5662
2017
Q3 		– Sell
-10
Closed -$1K – 6752
2017
Q2 		$1K Sell
10
-10
-50% -$202 ﹤0.01% 5777
2017
Q1 		$2K Buy
20
+13
+186% +$267 ﹤0.01% 5366
2016
Q4 		$1K Sell
7
-270
-97% -$4.85K ﹤0.01% 5542
2016
Q3 		$1K Sell
277
-64
-19% -$1.11K ﹤0.01% 5471
2016
Q2 		$17K Buy
341
+7
+2% +$116 ﹤0.01% 3059
2016
Q1 		$19K Buy
334
+192
+135% +$2.95K ﹤0.01% 2867
2015
Q4 		$9K Buy
+142
New +$2.32K ﹤0.01% 3428
2015
Q2 		– Sell
-47
Closed -$3K – 5949
2015
Q1 		$3K Buy
+47
New +$699 ﹤0.01% 3923

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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.