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Smallwood Wealth Investment Management’s W.R. Berkley WRB Stock Holding History

Smallwood Wealth Investment Management’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
-13
Closed -$955 – 592
2025
Q2 		$955 Buy
+13
New +$932 ﹤0.01% 462

Other funds holding WRB

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Smallwood Wealth Investment Management's WRB Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of W.R. Berkley (WRB) in Q3 2025, closing a stake of 13 shares — an estimated $955 sold.

Smallwood Wealth Investment Management first reported a position in WRB in Q2 2025 and held it in 1 quarter. The position peaked at $955 in Q2 2025. 931 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining W.R. Berkley position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 13 W.R. Berkley shares in Q3 2025, an estimated $955.
  • Smallwood Wealth Investment Management first reported a position in W.R. Berkley in Q2 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's W.R. Berkley position peaked at $955 in Q2 2025.
  • 931 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.