VEA
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Virtus ETF Advisers’s W.R. Berkley WRB Stock Holding History

Virtus ETF Advisers’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
-19,697
Closed -$1.15M – 802
2024
Q4 		$1.15M Buy
19,697
+3,322
+20% +$199K 0.47% 68
2024
Q3 		$929K Buy
16,375
+1,499
+10% +$84.2K 0.43% 82
2024
Q2 		$779K Buy
+14,876
New +$797K 0.38% 139
2023
Q3 		– Sell
-18,308
Closed -$727K – 482
2023
Q2 		$727K Sell
18,308
-621
-3% -$24.4K 0.43% 100
2023
Q1 		$786K Buy
18,929
+2,690
+17% +$120K 0.43% 112
2022
Q4 		$786K Buy
16,239
+408
+3% +$19.7K 0.41% 85
2022
Q3 		$682K Sell
15,831
-404
-2% -$17.5K 0.27% 115
2022
Q2 		$739K Buy
+16,235
New +$738K 0.27% 104

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

Virtus ETF Advisers's WRB Position: Q1 2025 in Review

Virtus ETF Advisers sold out of W.R. Berkley (WRB) in Q1 2025, closing a stake of 19,697 shares — an estimated $1.15M sold.

Virtus ETF Advisers first reported a position in WRB in Q2 2022 and held it in 8 quarters. The position peaked at $1.15M in Q4 2024. 917 funds tracked by Wall St. Rank hold WRB as of Q1 2025.

  • Virtus ETF Advisers reported no remaining W.R. Berkley position as of Q1 2025 after selling out during the quarter.
  • Virtus ETF Advisers sold 19,697 W.R. Berkley shares in Q1 2025, an estimated $1.15M.
  • Virtus ETF Advisers first reported a position in W.R. Berkley in Q2 2022 and held it in 8 quarters.
  • Virtus ETF Advisers's W.R. Berkley position peaked at $1.15M in Q4 2024.
  • 917 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2025.

Based on Virtus ETF Advisers's 13F filing for Q1 2025, filed 14 May 2025.