WRBC
WEL

W.R. Berkley Corp’s Integrated Wellness Acquisition Corp WEL Stock Holding History

W.R. Berkley Corp’s Portfolio WEL Stock Details WEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-209,693
Closed -$2.47M – 195
2024
Q3 		$2.47M Sell
209,693
-87,966
-30% -$1.03M 0.14% 91
2024
Q2 		$3.45M Hold
297,659
– – 0.15% 84
2024
Q1 		$3.39M Buy
297,659
+99,480
+50% +$1.12M 0.19% 83
2023
Q4 		$2.22M Sell
198,179
-259,916
-57% -$2.88M 0.16% 102
2023
Q3 		$5.02M Buy
458,095
+258,429
+129% +$2.81M 0.33% 47
2023
Q2 		$2.14M Sell
199,666
-99,978
-33% -$1.07M 0.13% 108
2023
Q1 		$3.14M Buy
299,644
+200,144
+201% +$2.08M 0.2% 70
2022
Q4 		$1.03M Sell
99,500
-95,990
-49% -$979K 0.06% 232
2022
Q3 		$1.98M Hold
195,490
– – 0.1% 226
2022
Q2 		$1.95M Hold
195,490
– – 0.1% 213
2022
Q1 		$1.95M Buy
+195,490
New +$1.94M 0.1% 218

Other funds holding WEL

MSU
Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
CA
Crossingbridge Advisors Pleasantville, New York $567M AUM 0.34% 1-Year Est. Return

W.R. Berkley Corp's WEL Position: Q4 2024 in Review

W.R. Berkley Corp sold out of Integrated Wellness Acquisition Corp (WEL) in Q4 2024, closing a stake of 209,693 shares — an estimated $2.47M sold.

W.R. Berkley Corp first reported a position in WEL in Q1 2022 and held it in 11 quarters. The position peaked at $5.02M in Q3 2023. 3 funds tracked by Wall St. Rank hold WEL as of Q4 2024.

  • W.R. Berkley Corp reported no remaining Integrated Wellness Acquisition Corp position as of Q4 2024 after selling out during the quarter.
  • W.R. Berkley Corp sold 209,693 Integrated Wellness Acquisition Corp shares in Q4 2024, an estimated $2.47M.
  • W.R. Berkley Corp first reported a position in Integrated Wellness Acquisition Corp in Q1 2022 and held it in 11 quarters.
  • W.R. Berkley Corp's Integrated Wellness Acquisition Corp position peaked at $5.02M in Q3 2023.
  • 3 funds tracked by Wall St. Rank held Integrated Wellness Acquisition Corp as of Q4 2024.

Based on W.R. Berkley Corp's 13F filing for Q4 2024, filed 14 Feb 2025.