Vinva Investment Management’s W.R. Berkley WRB Stock Holding History

Vinva Investment 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 Q3	–	Sell	-10,297	Closed	-$744K	–	462
2025 Q2	$744K	Sell	10,297 -4,656	-31%	-$334K	0.02%	327
2025 Q1	$1.07M	Buy	14,953 +5,179	+53%	+$317K	0.04%	274
2024 Q4	$572K	Sell	9,774 -2,364	-19%	-$142K	0.02%	343
2024 Q3	$686K	Buy	12,138 +525	+5%	+$29.5K	0.03%	344
2024 Q2	$615K	Buy	11,613 +379	+3%	+$20.3K	0.03%	341
2024 Q1	$662K	Buy	11,234 +3,330	+42%	+$180K	0.04%	330
2023 Q4	$371K	Buy	+7,904	New	+$360K	0.03%	357
2023 Q2	–	Sell	-23,690	Closed	-$979K	–	426
2023 Q1	$979K	Buy	+23,690	New	+$1.06M	0.08%	249

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

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 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

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

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

Vinva Investment Management's WRB Position: Q3 2025 in Review

Vinva Investment Management sold out of W.R. Berkley (WRB) in Q3 2025, closing a stake of 10,297 shares — an estimated $744K sold.

Vinva Investment Management first reported a position in WRB in Q1 2023 and held it in 8 quarters. The position peaked at $1.07M in Q1 2025. 934 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

Vinva Investment Management reported no remaining W.R. Berkley position as of Q3 2025 after selling out during the quarter.
Vinva Investment Management sold 10,297 W.R. Berkley shares in Q3 2025, an estimated $744K.
Vinva Investment Management first reported a position in W.R. Berkley in Q1 2023 and held it in 8 quarters.
Vinva Investment Management's W.R. Berkley position peaked at $1.07M in Q1 2025.
934 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on Vinva Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.