Stuart Chaussee & Associates’s W.R. Berkley WRB Stock Holding History

Stuart Chaussee & Associates’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	-217	Closed	-$16.6K	–	159
2025 Q3	$16.6K	Hold	217	–	–	﹤0.01%	135
2025 Q2	$15.9K	Hold	217	–	–	﹤0.01%	135
2025 Q1	$15.4K	Hold	217	–	–	﹤0.01%	137
2024 Q4	$12.7K	Hold	217	–	–	﹤0.01%	138
2024 Q3	$12.3K	Sell	217 -1	-0.5%	-$56	﹤0.01%	126
2024 Q2	$11.4K	Hold	218	–	–	﹤0.01%	124
2024 Q1	$12.8K	Hold	218	–	–	﹤0.01%	114
2023 Q4	$10.3K	Hold	218	–	–	﹤0.01%	115
2023 Q3	$9.21K	Hold	218	–	–	﹤0.01%	94
2023 Q2	$8.64K	Hold	218	–	–	﹤0.01%	97
2023 Q1	$9.03K	Hold	218	–	–	﹤0.01%	94
2022 Q4	$10.5K	Hold	218	–	–	﹤0.01%	101
2022 Q3	$9K	Hold	218	–	–	0.02%	96
2022 Q2	$10K	Sell	218 -1	-0.5%	-$45	0.02%	97
2022 Q1	$10K	Buy	219 +1	+0.5%	+$40	﹤0.01%	117
2021 Q4	$8K	Hold	218	–	–	﹤0.01%	132
2021 Q3	$7K	Hold	218	–	–	0.01%	120
2021 Q2	$7K	Hold	218	–	–	﹤0.01%	129
2021 Q1	$7K	Buy	+218	New	+$6.72K	﹤0.01%	150

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stuart Chaussee & Associates's WRB Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 217 shares — an estimated $16.6K sold.

Stuart Chaussee & Associates first reported a position in WRB in Q1 2021 and held it in 19 quarters. The position peaked at $16.6K in Q3 2025. 950 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

Stuart Chaussee & Associates reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
Stuart Chaussee & Associates sold 217 W.R. Berkley shares in Q4 2025, an estimated $16.6K.
Stuart Chaussee & Associates first reported a position in W.R. Berkley in Q1 2021 and held it in 19 quarters.
Stuart Chaussee & Associates's W.R. Berkley position peaked at $16.6K in Q3 2025.
950 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.