United Services Automobile Association’s W.R. Berkley WRB Stock Holding History

United Services Automobile Association’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	-6,845	Closed	-$488K	–	1028
2025 Q1	$488K	Buy	+6,845	New	+$419K	0.02%	558
2019 Q3	–	Sell	-136,114	Closed	-$3.99M	–	1746
2019 Q2	$3.99M	Buy	136,114 +80,322	+144%	+$2.2M	0.01%	882
2019 Q1	$1.35M	Hold	55,792	–	–	﹤0.01%	1205
2018 Q4	$1.22M	Hold	55,792	–	–	﹤0.01%	1185
2018 Q3	$1.32M	Buy	55,792 +3	+0%	+$68	﹤0.01%	1243
2018 Q2	$1.2M	Sell	55,789 -1,640	-3%	-$36.5K	﹤0.01%	1294
2018 Q1	$1.24M	Sell	57,429 -93,906	-62%	-$1.96M	﹤0.01%	1284
2017 Q4	$3.21M	Hold	151,335	–	–	0.01%	938
2017 Q3	$2.99M	Hold	151,335	–	–	0.01%	938
2017 Q2	$3.1M	Buy	151,335 +57,176	+61%	+$1.16M	0.01%	899
2017 Q1	$1.97M	Buy	94,159 +52,410	+126%	+$1.08M	0.01%	992
2016 Q4	$823K	Buy	41,749 +4,793	+13%	+$86.1K	﹤0.01%	1130
2016 Q3	$632K	Buy	36,956 +6,952	+23%	+$120K	﹤0.01%	1172
2016 Q2	$533K	Buy	30,004 +709	+2%	+$11.8K	﹤0.01%	1160
2016 Q1	$488K	Hold	29,295	–	–	﹤0.01%	1169
2015 Q4	$475K	Buy	+29,295	New	+$478K	﹤0.01%	1215
2014 Q3	–	Sell	-26,663	Closed	-$366K	–	1257
2014 Q2	$366K	Buy	+26,663	New	+$347K	﹤0.01%	1182

Other funds holding WRB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

United Services Automobile Association's WRB Position: Q2 2025 in Review

United Services Automobile Association sold out of W.R. Berkley (WRB) in Q2 2025, closing a stake of 6,845 shares — an estimated $488K sold.

United Services Automobile Association first reported a position in WRB in Q2 2014 and held it in 17 quarters. The position peaked at $3.99M in Q2 2019. 923 funds tracked by Wall St. Rank hold WRB as of Q2 2025.

United Services Automobile Association reported no remaining W.R. Berkley position as of Q2 2025 after selling out during the quarter.
United Services Automobile Association sold 6,845 W.R. Berkley shares in Q2 2025, an estimated $488K.
United Services Automobile Association first reported a position in W.R. Berkley in Q2 2014 and held it in 17 quarters.
United Services Automobile Association's W.R. Berkley position peaked at $3.99M in Q2 2019.
923 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2025.

Based on United Services Automobile Association's 13F filing for Q2 2025, filed 15 Aug 2025.