Washington Capital Management’s W.R. Berkley WRB Stock Holding History

Washington Capital Management’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 Q3	–	Sell	-7,600	Closed	-$558K	–	133
2025 Q2	$558K	Sell	7,600 -1,800	-19%	-$129K	0.41%	70
2025 Q1	$669K	Hold	9,400	–	–	0.54%	49
2024 Q4	$550K	Hold	9,400	–	–	0.43%	71
2024 Q3	$533K	Sell	9,400 -2,000	-18%	-$112K	0.41%	72
2024 Q2	$597K	Hold	11,400	–	–	0.51%	58
2024 Q1	$672K	Sell	11,400 -2,100	-16%	-$114K	0.54%	48
2023 Q4	$636K	Hold	13,500	–	–	0.54%	48
2023 Q3	$571K	Hold	13,500	–	–	0.53%	52
2023 Q2	$536K	Buy	13,500 +5,100	+61%	+$201K	0.46%	68
2023 Q1	$349K	Buy	+8,400	New	+$376K	0.31%	91
2018 Q4	–	Sell	-19,238	Closed	-$456K	–	108
2018 Q3	$456K	Hold	19,238	–	–	0.44%	73
2018 Q2	$413K	Hold	19,238	–	–	0.42%	81
2018 Q1	$414K	Buy	+19,238	New	+$401K	0.42%	76

Other funds holding WRB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Washington Capital Management's WRB Position: Q3 2025 in Review

Washington Capital Management sold out of W.R. Berkley (WRB) in Q3 2025, closing a stake of 7,600 shares — an estimated $558K sold.

Washington Capital Management first reported a position in WRB in Q1 2018 and held it in 13 quarters. The position peaked at $672K in Q1 2024. 933 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

Washington Capital Management reported no remaining W.R. Berkley position as of Q3 2025 after selling out during the quarter.
Washington Capital Management sold 7,600 W.R. Berkley shares in Q3 2025, an estimated $558K.
Washington Capital Management first reported a position in W.R. Berkley in Q1 2018 and held it in 13 quarters.
Washington Capital Management's W.R. Berkley position peaked at $672K in Q1 2024.
933 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on Washington Capital Management's 13F filing for Q3 2025, filed 28 Oct 2025.