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Tortoise Investment Management’s W.R. Berkley WRB Stock Holding History

Tortoise Investment Management’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
-103
Closed -$7.89K – 1464
2025
Q3 		$7.89K Buy
103
+4
+4% +$285 ﹤0.01% 643
2025
Q2 		$7.27K Buy
99
+22
+29% +$1.58K ﹤0.01% 624
2025
Q1 		$5.48K Sell
77
-1,236
-94% -$75.7K ﹤0.01% 627
2024
Q4 		$76.8K Buy
1,313
+540
+70% +$32.3K 0.01% 345
2024
Q3 		$43.9K Buy
773
+77
+11% +$4.32K ﹤0.01% 429
2024
Q2 		$36.5K Buy
696
+265
+61% +$14.2K ﹤0.01% 436
2024
Q1 		$25.4K Buy
+431
New +$23.3K ﹤0.01% 479
2013
Q3 		– Sell
-297
Closed -$4K – 396
2013
Q2 		$4K Buy
+297
New +$3.74K ﹤0.01% 306

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 $1.66T 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
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 $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tortoise Investment Management's WRB Position: Q4 2025 in Review

Tortoise Investment Management sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 103 shares — an estimated $7.89K sold.

Tortoise Investment Management first reported a position in WRB in Q2 2013 and held it in 8 quarters. The position peaked at $76.8K in Q4 2024. 948 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

  • Tortoise Investment Management reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 103 W.R. Berkley shares in Q4 2025, an estimated $7.89K.
  • Tortoise Investment Management first reported a position in W.R. Berkley in Q2 2013 and held it in 8 quarters.
  • Tortoise Investment Management's W.R. Berkley position peaked at $76.8K in Q4 2024.
  • 948 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.