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Smith Shellnut Wilson’s W.R. Berkley WRB Stock Holding History

Smith Shellnut Wilson’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
-3,709
Closed -$284K – 155
2025
Q3 		$284K Hold
3,709
– – 0.11% 113
2025
Q2 		$273K Hold
3,709
– – 0.12% 114
2025
Q1 		$264K Hold
3,709
– – 0.12% 121
2024
Q4 		$217K Sell
3,709
-238
-6% -$14.3K 0.1% 139
2024
Q3 		$224K Sell
3,947
-3
-0.1% -$168 0.1% 136
2024
Q2 		$207K Sell
3,950
-258
-6% -$13.8K 0.1% 137
2024
Q1 		$248K Buy
+4,208
New +$228K 0.13% 113
2023
Q1 		– Sell
-4,419
Closed -$214K – 134
2022
Q4 		$214K Buy
+4,419
New +$213K 0.13% 121
2022
Q3 		– Sell
-4,560
Closed -$208K – 128
2022
Q2 		$208K Sell
4,560
-168
-4% -$7.64K 0.13% 123
2022
Q1 		$210K Buy
+4,728
New +$189K 0.11% 139
2021
Q1 		– Sell
-7,297
Closed -$215K – 164
2020
Q4 		$215K Buy
+7,297
New +$210K 0.13% 122
2020
Q1 		– Sell
-12,470
Closed -$383K – 147
2019
Q4 		$383K Hold
12,470
– – 0.26% 77
2019
Q3 		$400K Buy
12,470
+444
+4% +$13.9K 0.3% 61
2019
Q2 		$352K Sell
12,026
-377
-3% -$10.3K 0.26% 70
2019
Q1 		$311K Buy
12,403
+162
+1% +$3.82K 0.25% 82
2018
Q4 		$268K Sell
12,241
-162
-1% -$3.64K 0.29% 75
2018
Q3 		$294K Buy
+12,403
New +$282K 0.26% 78
2018
Q1 		$267K Buy
+12,403
New +$259K 0.23% 81

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

Smith Shellnut Wilson's WRB Position: Q4 2025 in Review

Smith Shellnut Wilson sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 3,709 shares — an estimated $284K sold.

Smith Shellnut Wilson first reported a position in WRB in Q1 2018 and held it in 18 quarters. The position peaked at $400K in Q3 2019. 950 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

  • Smith Shellnut Wilson reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
  • Smith Shellnut Wilson sold 3,709 W.R. Berkley shares in Q4 2025, an estimated $284K.
  • Smith Shellnut Wilson first reported a position in W.R. Berkley in Q1 2018 and held it in 18 quarters.
  • Smith Shellnut Wilson's W.R. Berkley position peaked at $400K in Q3 2019.
  • 950 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on Smith Shellnut Wilson's 13F filing for Q4 2025, filed 3 Aug 2026.