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Truvestments Capital’s W.R. Berkley WRB Stock Holding History

Truvestments Capital’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
Q1 		– Sell
-26
Closed -$1.52K – 1164
2024
Q4 		$1.52K Hold
26
– – ﹤0.01% 881
2024
Q3 		$1.48K Buy
+26
New +$1.46K ﹤0.01% 826
2023
Q1 		– Sell
-44
Closed -$2.1K – 949
2022
Q4 		$2.1K Buy
+44
New +$2.12K ﹤0.01% 714
2019
Q4 		– Sell
-1,967
Closed -$63K – 595
2019
Q3 		$63K Hold
1,967
– – 0.04% 234
2019
Q2 		$58K Sell
1,967
-676
-26% -$18.5K 0.04% 259
2019
Q1 		$66K Buy
+2,643
New +$62.3K 0.05% 217
2018
Q3 		$103K Buy
+4,330
New +$98.3K 0.05% 252

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Truvestments Capital's WRB Position: Q1 2025 in Review

Truvestments Capital sold out of W.R. Berkley (WRB) in Q1 2025, closing a stake of 26 shares — an estimated $1.52K sold.

Truvestments Capital first reported a position in WRB in Q3 2018 and held it in 7 quarters. The position peaked at $103K in Q3 2018. 917 funds tracked by Wall St. Rank hold WRB as of Q1 2025.

  • Truvestments Capital reported no remaining W.R. Berkley position as of Q1 2025 after selling out during the quarter.
  • Truvestments Capital sold 26 W.R. Berkley shares in Q1 2025, an estimated $1.52K.
  • Truvestments Capital first reported a position in W.R. Berkley in Q3 2018 and held it in 7 quarters.
  • Truvestments Capital's W.R. Berkley position peaked at $103K in Q3 2018.
  • 917 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2025.

Based on Truvestments Capital's 13F filing for Q1 2025, filed 14 May 2025.