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

Total 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
Q3 		– Sell
-708
Closed -$52K – 852
2025
Q2 		$52K Buy
+708
New +$50.7K 0.01% 160

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

Total Investment Management's WRB Position: Q3 2025 in Review

Total Investment Management sold out of W.R. Berkley (WRB) in Q3 2025, closing a stake of 708 shares — an estimated $52K sold.

Total Investment Management first reported a position in WRB in Q2 2025 and held it in 1 quarter. The position peaked at $52K in Q2 2025. 930 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

  • Total Investment Management reported no remaining W.R. Berkley position as of Q3 2025 after selling out during the quarter.
  • Total Investment Management sold 708 W.R. Berkley shares in Q3 2025, an estimated $52K.
  • Total Investment Management first reported a position in W.R. Berkley in Q2 2025 and held it in 1 quarter.
  • Total Investment Management's W.R. Berkley position peaked at $52K in Q2 2025.
  • 930 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on Total Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.