Trust Point Inc’s W.R. Berkley WRB Stock Holding History

Trust Point Inc’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	-2,653	Closed	-$203K	–	506
2025 Q3	$203K	Buy	+2,653	New	+$189K	0.02%	465
2024 Q2	–	Sell	-3,765	Closed	-$222K	–	538
2024 Q1	$222K	Buy	+3,765	New	+$204K	0.02%	484

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Trust Point Inc's WRB Position: Q4 2025 in Review

Trust Point Inc sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 2,653 shares — an estimated $203K sold.

Trust Point Inc first reported a position in WRB in Q1 2024 and held it in 2 quarters. The position peaked at $222K in Q1 2024. 947 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

Trust Point Inc reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
Trust Point Inc sold 2,653 W.R. Berkley shares in Q4 2025, an estimated $203K.
Trust Point Inc first reported a position in W.R. Berkley in Q1 2024 and held it in 2 quarters.
Trust Point Inc's W.R. Berkley position peaked at $222K in Q1 2024.
947 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on Trust Point Inc's 13F filing for Q4 2025, filed 13 Jan 2026.