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W.R. Berkley Corp’s Bank OZK OZK Stock Holding History

W.R. Berkley Corp’s Portfolio OZK Stock Details OZK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-703,000
Closed -$35.8M – 296
2025
Q3 		$35.8M Hold
703,000
– – 2.07% 10
2025
Q2 		$33.1M Buy
703,000
+202,200
+40% +$8.85M 1.74% 13
2025
Q1 		$21.8M Hold
500,800
– – 1.27% 17
2024
Q4 		$22.3M Sell
500,800
-100,000
-17% -$4.57M 0.89% 31
2024
Q3 		$25.8M Buy
600,800
+800
+0.1% +$34.1K 1.46% 19
2024
Q2 		$24.6M Buy
+600,000
New +$26.1M 1.04% 28

Other funds holding OZK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

W.R. Berkley Corp's OZK Position: Q4 2025 in Review

W.R. Berkley Corp sold out of Bank OZK (OZK) in Q4 2025, closing a stake of 703,000 shares — an estimated $35.8M sold.

W.R. Berkley Corp first reported a position in OZK in Q2 2024 and held it in 6 quarters. The position peaked at $35.8M in Q3 2025. 507 funds tracked by Wall St. Rank hold OZK as of Q4 2025.

  • W.R. Berkley Corp reported no remaining Bank OZK position as of Q4 2025 after selling out during the quarter.
  • W.R. Berkley Corp sold 703,000 Bank OZK shares in Q4 2025, an estimated $35.8M.
  • W.R. Berkley Corp first reported a position in Bank OZK in Q2 2024 and held it in 6 quarters.
  • W.R. Berkley Corp's Bank OZK position peaked at $35.8M in Q3 2025.
  • 507 funds tracked by Wall St. Rank held Bank OZK as of Q4 2025.

Based on W.R. Berkley Corp's 13F filing for Q4 2025, filed 13 Feb 2026.