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Torray Investment Partners’s W.R. Berkley WRB Stock Holding History

Torray Investment Partners’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
-87,810
Closed -$6.45M – 109
2025
Q2 		$6.45M Sell
87,810
-132,279
-60% -$9.48M 0.94% 40
2025
Q1 		$15.7M Sell
220,089
-23,624
-10% -$1.45M 2.33% 13
2024
Q4 		$14.3M Hold
243,713
– – 2.05% 20
2024
Q3 		$13.8M Sell
243,713
-1
-0% -$56 1.93% 21
2024
Q2 		$12.8M Buy
243,714
+346
+0.1% +$18.5K 1.91% 22
2024
Q1 		$14.3M Hold
243,368
– – 2.15% 17
2023
Q4 		$11.5M Hold
243,368
– – 1.86% 23
2023
Q3 		$10.3M Hold
243,368
– – 1.82% 27
2023
Q2 		$9.66M Buy
+243,368
New +$9.57M 1.67% 28

Other funds holding WRB

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

Torray Investment Partners's WRB Position: Q3 2025 in Review

Torray Investment Partners sold out of W.R. Berkley (WRB) in Q3 2025, closing a stake of 87,810 shares — an estimated $6.45M sold.

Torray Investment Partners first reported a position in WRB in Q2 2023 and held it in 9 quarters. The position peaked at $15.7M in Q1 2025. 930 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

  • Torray Investment Partners reported no remaining W.R. Berkley position as of Q3 2025 after selling out during the quarter.
  • Torray Investment Partners sold 87,810 W.R. Berkley shares in Q3 2025, an estimated $6.45M.
  • Torray Investment Partners first reported a position in W.R. Berkley in Q2 2023 and held it in 9 quarters.
  • Torray Investment Partners's W.R. Berkley position peaked at $15.7M in Q1 2025.
  • 930 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on Torray Investment Partners's 13F filing for Q3 2025, filed 22 Oct 2025.