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Twin Capital Management’s W.R. Berkley WRB Stock Holding History

Twin Capital 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
Q2 		– Sell
-16,791
Closed -$1.19M – 280
2025
Q1 		$1.19M Sell
16,791
-308
-2% -$18.9K 0.14% 155
2024
Q4 		$1M Sell
17,099
-5,354
-24% -$321K 0.11% 168
2024
Q3 		$1.27M Sell
22,453
-508
-2% -$28.5K 0.14% 160
2024
Q2 		$1.2M Sell
22,961
-432
-2% -$23.1K 0.14% 159
2024
Q1 		$1.38M Sell
23,393
-117
-0.5% -$6.33K 0.17% 155
2023
Q4 		$1.11M Sell
23,510
-577
-2% -$26.3K 0.15% 164
2023
Q3 		$1.02M Sell
24,087
-2,225
-8% -$92.2K 0.15% 167
2023
Q2 		$1.04M Sell
26,312
-568
-2% -$22.3K 0.14% 163
2023
Q1 		$1.12M Sell
26,880
-2,016
-7% -$90.2K 0.15% 167
2022
Q4 		$1.4M Sell
28,896
-71
-0.2% -$3.42K 0.18% 152
2022
Q3 		$1.25M Buy
28,967
+5,837
+25% +$253K 0.17% 159
2022
Q2 		$1.05M Sell
23,130
-248
-1% -$11.3K 0.13% 178
2022
Q1 		$1.04M Hold
23,378
– – 0.11% 195
2021
Q4 		$856K Sell
23,378
-1,867
-7% -$66.2K 0.09% 214
2021
Q3 		$821K Buy
+25,245
New +$832K 0.08% 222
2017
Q3 		– Sell
-32,748
Closed -$671K – 357
2017
Q2 		$671K Buy
32,748
+7,300
+29% +$148K 0.04% 300
2017
Q1 		$533K Buy
+25,448
New +$524K 0.03% 317

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 $3.37T AUM 44.26% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Twin Capital Management's WRB Position: Q2 2025 in Review

Twin Capital Management sold out of W.R. Berkley (WRB) in Q2 2025, closing a stake of 16,791 shares — an estimated $1.19M sold.

Twin Capital Management first reported a position in WRB in Q1 2017 and held it in 17 quarters. The position peaked at $1.4M in Q4 2022. 922 funds tracked by Wall St. Rank hold WRB as of Q2 2025.

  • Twin Capital Management reported no remaining W.R. Berkley position as of Q2 2025 after selling out during the quarter.
  • Twin Capital Management sold 16,791 W.R. Berkley shares in Q2 2025, an estimated $1.19M.
  • Twin Capital Management first reported a position in W.R. Berkley in Q1 2017 and held it in 17 quarters.
  • Twin Capital Management's W.R. Berkley position peaked at $1.4M in Q4 2022.
  • 922 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2025.

Based on Twin Capital Management's 13F filing for Q2 2025, filed 6 Aug 2025.