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Trust Investment Advisors’s W.R. Berkley WRB Stock Holding History

Trust Investment Advisors’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
-2,894
Closed -$213K – 134
2025
Q2 		$213K Buy
+2,894
New +$207K 0.13% 108
2022
Q3 		– Sell
-4,529
Closed -$206K – 104
2022
Q2 		$206K Buy
+4,529
New +$206K 0.2% 89

Other funds holding WRB

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 $3.38T 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
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Trust Investment Advisors's WRB Position: Q3 2025 in Review

Trust Investment Advisors sold out of W.R. Berkley (WRB) in Q3 2025, closing a stake of 2,894 shares — an estimated $213K sold.

Trust Investment Advisors first reported a position in WRB in Q2 2022 and held it in 2 quarters. The position peaked at $213K in Q2 2025. 934 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

  • Trust Investment Advisors reported no remaining W.R. Berkley position as of Q3 2025 after selling out during the quarter.
  • Trust Investment Advisors sold 2,894 W.R. Berkley shares in Q3 2025, an estimated $213K.
  • Trust Investment Advisors first reported a position in W.R. Berkley in Q2 2022 and held it in 2 quarters.
  • Trust Investment Advisors's W.R. Berkley position peaked at $213K in Q2 2025.
  • 934 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on Trust Investment Advisors's 13F filing for Q3 2025, filed 24 Nov 2025.