Union Bancaire Privee’s W.R. Berkley WRB Stock Holding History

Union Bancaire Privee’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	-27,000	Closed	-$1.56M	–	528
2025 Q2	$1.56M	Buy	+27,000	New	+$1.94M	0.02%	223

Other funds holding WRB

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

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Union Bancaire Privee's WRB Position: Q3 2025 in Review

Union Bancaire Privee sold out of W.R. Berkley (WRB) in Q3 2025, closing a stake of 27,000 shares — an estimated $1.56M sold.

Union Bancaire Privee first reported a position in WRB in Q2 2025 and held it in 1 quarter. The position peaked at $1.56M in Q2 2025. 930 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

Union Bancaire Privee reported no remaining W.R. Berkley position as of Q3 2025 after selling out during the quarter.
Union Bancaire Privee sold 27,000 W.R. Berkley shares in Q3 2025, an estimated $1.56M.
Union Bancaire Privee first reported a position in W.R. Berkley in Q2 2025 and held it in 1 quarter.
Union Bancaire Privee's W.R. Berkley position peaked at $1.56M in Q2 2025.
930 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on Union Bancaire Privee's 13F filing for Q3 2025, filed 7 Oct 2025.