W.R. Berkley Corp’s Medtronic MDT Stock Holding History

W.R. Berkley Corp’s Portfolio MDT Stock Details MDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-140,500	Closed	-$12.2M	–	251
2025 Q2	$12.2M	Buy	+140,500	New	+$11.9M	0.64%	34

Other funds holding MDT

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

W.R. Berkley Corp's MDT Position: Q3 2025 in Review

W.R. Berkley Corp sold out of Medtronic (MDT) in Q3 2025, closing a stake of 140,500 shares — an estimated $12.2M sold.

W.R. Berkley Corp first reported a position in MDT in Q2 2025 and held it in 1 quarter. The position peaked at $12.2M in Q2 2025. 2,169 funds tracked by Wall St. Rank hold MDT as of Q3 2025.

W.R. Berkley Corp reported no remaining Medtronic position as of Q3 2025 after selling out during the quarter.
W.R. Berkley Corp sold 140,500 Medtronic shares in Q3 2025, an estimated $12.2M.
W.R. Berkley Corp first reported a position in Medtronic in Q2 2025 and held it in 1 quarter.
W.R. Berkley Corp's Medtronic position peaked at $12.2M in Q2 2025.
2,169 funds tracked by Wall St. Rank held Medtronic as of Q3 2025.

Based on W.R. Berkley Corp's 13F filing for Q3 2025, filed 14 Nov 2025.