TIAA Trust, National Association
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TIAA Trust, National Association’s W.R. Berkley WRB Stock Holding History

TIAA Trust, National Association’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
-2,663
Closed -$204K – 714
2025
Q3 		$204K Sell
2,663
-119
-4% -$8.47K ﹤0.01% 664
2025
Q2 		$204K Buy
+2,782
New +$199K ﹤0.01% 624

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

TIAA Trust, National Association's WRB Position: Q4 2025 in Review

TIAA Trust, National Association sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 2,663 shares — an estimated $204K sold.

TIAA Trust, National Association first reported a position in WRB in Q2 2025 and held it in 2 quarters. The position peaked at $204K in Q2 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

  • TIAA Trust, National Association reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
  • TIAA Trust, National Association sold 2,663 W.R. Berkley shares in Q4 2025, an estimated $204K.
  • TIAA Trust, National Association first reported a position in W.R. Berkley in Q2 2025 and held it in 2 quarters.
  • TIAA Trust, National Association's W.R. Berkley position peaked at $204K in Q2 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on TIAA Trust, National Association's 13F filing for Q4 2025, filed 11 Feb 2026.