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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.63K | Sell |
100
-1,100
| -92% | -$75.8K | ﹤0.01% | 7696 |
|
|
2025
Q4 | $84.1K | Buy |
1,200
+500
| +71% | +$36.8K | ﹤0.01% | 5174 |
|
|
2025
Q3 | $53K | Sell |
700
-3,100
| -82% | -$221K | ﹤0.01% | 6406 |
|
|
2025
Q2 | $279K | Buy |
3,800
+3,600
| +1,800% | +$258K | ﹤0.01% | 4165 |
|
|
2025
Q1 | $14K | Sell |
200
-1,900
| -90% | -$116K | ﹤0.01% | 6870 |
|
|
2024
Q4 | $105K | Sell |
2,100
-3,750
| -64% | -$225K | ﹤0.01% | 5132 |
|
|
2024
Q3 | $331K | Buy |
5,850
+2,700
| +86% | +$152K | ﹤0.01% | 4032 |
|
|
2024
Q2 | $165K | Buy |
3,150
+900
| +40% | +$48.2K | ﹤0.01% | 4837 |
|
|
2024
Q1 | $132K | Sell |
2,250
-10,050
| -82% | -$544K | ﹤0.01% | 5299 |
|
|
2023
Q4 | $579K | Buy |
12,300
+5,850
| +91% | +$267K | ﹤0.01% | 3535 |
|
|
2023
Q3 | $273K | Sell |
6,450
-16,500
| -72% | -$684K | ﹤0.01% | 4030 |
|
|
2023
Q2 | $911K | Buy |
22,950
+21,750
| +1,813% | +$855K | ﹤0.01% | 2686 |
|
|
2023
Q1 | $49K | Sell |
1,200
-300
| -20% | -$13.4K | ﹤0.01% | 5956 |
|
|
2022
Q4 | $72K | Buy |
+1,500
| New | +$72.3K | ﹤0.01% | 5449 |
|
|
2022
Q3 | – | Sell |
-1,875
| Closed | -$85K | – | 11012 |
|
|
2022
Q2 | $85K | Sell |
1,875
-3,600
| -66% | -$164K | ﹤0.01% | 5786 |
|
|
2022
Q1 | $243K | Buy |
5,475
+3,225
| +143% | +$129K | ﹤0.01% | 4872 |
|
|
2021
Q4 | $82K | Sell |
2,250
-26,325
| -92% | -$933K | ﹤0.01% | 6549 |
|
|
2021
Q3 | $964K | Hold |
28,575
| – | – | ﹤0.01% | 3122 |
|
|
2021
Q2 | $945K | Buy |
28,575
+28,136
| +6,409% | +$974K | ﹤0.01% | 3205 |
|
|
2021
Q1 | $1.47M | Buy |
439
+333
| +314% | +$10.3K | ﹤0.01% | 1961 |
|
|
2020
Q4 | $312K | Buy |
106
+56
| +112% | +$1.61K | ﹤0.01% | 4019 |
|
|
2020
Q3 | $134K | Sell |
50
-175
| -78% | -$4.8K | ﹤0.01% | 4581 |
|
|
2020
Q2 | $572K | Buy |
225
+34
| +18% | +$834 | ﹤0.01% | 2748 |
|
|
2020
Q1 | $443K | Buy |
191
+148
| +344% | +$4.41K | ﹤0.01% | 2724 |
|
|
2019
Q4 | $131K | Sell |
43
-22
| -34% | -$679 | ﹤0.01% | 4220 |
|
|
2019
Q3 | $249K | Sell |
65
-5
| -7% | -$156 | ﹤0.01% | 3347 |
|
|
2019
Q2 | $263K | Sell |
70
-14
| -17% | -$383 | ﹤0.01% | 3202 |
|
|
2019
Q1 | $211K | Buy |
84
+50
| +147% | +$1.18K | ﹤0.01% | 3556 |
|
|
2018
Q4 | $73K | Buy |
+34
| New | +$764 | ﹤0.01% | 4167 |
|
|
2018
Q3 | – | Sell |
-44
| Closed | -$94K | – | 8166 |
|
|
2018
Q2 | $94K | Buy |
+44
| New | +$978 | ﹤0.01% | 4371 |
|
|
2017
Q4 | – | Sell |
-419
| Closed | -$12K | – | 6793 |
|
|
2017
Q3 | $12K | Buy |
+419
| New | +$8.39K | ﹤0.01% | 3631 |
|
|
2016
Q4 | – | Sell |
-135
| Closed | -$2K | – | 6627 |
|
|
2016
Q3 | $2K | Buy |
135
+37
| +38% | +$640 | ﹤0.01% | 5075 |
|
|
2016
Q2 | $1K | Buy |
+98
| New | +$1.63K | ﹤0.01% | 5481 |
|
|
2015
Q4 | – | Sell |
-57
| Closed | -$4K | – | 6239 |
|
|
2015
Q3 | $4K | Buy |
+57
| New | +$934 | ﹤0.01% | 4222 |
|
|
2015
Q2 | – | Sell |
-68
| Closed | -$2K | – | 5950 |
|
|
2015
Q1 | $2K | Buy |
+68
| New | +$1.01K | ﹤0.01% | 4218 |
|
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.