W.R. Berkley Corp’s ExxonMobil XOM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-308,650	Closed	-$33.2M	–	184
2024 Q4	$33.2M	Hold	308,650	–	–	1.32%	27
2024 Q3	$36.2M	Hold	308,650	–	–	2.05%	15
2024 Q2	$35.5M	Hold	308,650	–	–	1.5%	21
2024 Q1	$35.9M	Hold	308,650	–	–	1.99%	12
2023 Q4	$30.9M	Hold	308,650	–	–	2.23%	10
2023 Q3	$36.3M	Hold	308,650	–	–	2.36%	12
2023 Q2	$33.1M	Hold	308,650	–	–	1.99%	13
2023 Q1	$33.8M	Hold	308,650	–	–	2.15%	12
2022 Q4	$34M	Hold	308,650	–	–	1.84%	11
2022 Q3	$26.9M	Hold	308,650	–	–	1.31%	14
2022 Q2	$26.4M	Hold	308,650	–	–	1.31%	12
2022 Q1	$25.5M	Hold	308,650	–	–	1.3%	10
2021 Q4	$18.9M	Hold	308,650	–	–	1.04%	11
2021 Q3	$18.2M	Hold	308,650	–	–	1.22%	12
2021 Q2	$19.5M	Hold	308,650	–	–	1.94%	9
2021 Q1	$17.2M	Hold	308,650	–	–	1.99%	11
2020 Q4	$12.7M	Hold	308,650	–	–	2.11%	7
2020 Q3	$13.8M	Hold	308,650	–	–	2.03%	5
2020 Q2	$13.8M	Hold	308,650	–	–	1.83%	10
2020 Q1	$11.7M	Hold	308,650	–	–	1.38%	20
2019 Q4	$21.5M	Hold	308,650	–	–	3.92%	3
2019 Q3	$21.8M	Hold	308,650	–	–	3.62%	5
2019 Q2	$23.7M	Hold	308,650	–	–	4.05%	4
2019 Q1	$24.9M	Hold	308,650	–	–	5.27%	2
2018 Q4	$21M	Hold	308,650	–	–	4.6%	4
2018 Q3	$26.2M	Hold	308,650	–	–	4.04%	3
2018 Q2	$25.5M	Buy	+308,650	New	+$24.6M	3.55%	4

Other funds holding XOM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

W.R. Berkley Corp's XOM Position: Q1 2025 in Review

W.R. Berkley Corp sold out of ExxonMobil (XOM) in Q1 2025, closing a stake of 308,650 shares — an estimated $33.2M sold.

W.R. Berkley Corp first reported a position in XOM in Q2 2018 and held it in 27 quarters. The position peaked at $36.3M in Q3 2023. 4,258 funds tracked by Wall St. Rank hold XOM as of Q1 2025.

W.R. Berkley Corp reported no remaining ExxonMobil position as of Q1 2025 after selling out during the quarter.
W.R. Berkley Corp sold 308,650 ExxonMobil shares in Q1 2025, an estimated $33.2M.
W.R. Berkley Corp first reported a position in ExxonMobil in Q2 2018 and held it in 27 quarters.
W.R. Berkley Corp's ExxonMobil position peaked at $36.3M in Q3 2023.
4,258 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2025.

Based on W.R. Berkley Corp's 13F filing for Q1 2025, filed 15 May 2025.