Stephens Consulting’s W.R. Berkley WRB Stock Holding History

Stephens Consulting’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	-16	Closed	-$1.18K	–	1179
2025 Q2	$1.18K	Buy	+16	New	+$1.15K	﹤0.01%	623

Other funds holding WRB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stephens Consulting's WRB Position: Q3 2025 in Review

Stephens Consulting sold out of W.R. Berkley (WRB) in Q3 2025, closing a stake of 16 shares — an estimated $1.18K sold.

Stephens Consulting first reported a position in WRB in Q2 2025 and held it in 1 quarter. The position peaked at $1.18K in Q2 2025. 930 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

Stephens Consulting reported no remaining W.R. Berkley position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 16 W.R. Berkley shares in Q3 2025, an estimated $1.18K.
Stephens Consulting first reported a position in W.R. Berkley in Q2 2025 and held it in 1 quarter.
Stephens Consulting's W.R. Berkley position peaked at $1.18K in Q2 2025.
930 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.