Waverton Investment Management’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-16,700
| Closed | -$1.28M | – | 97 |
|
|
2025
Q3 | $1.28M | Hold |
16,700
| – | – | 0.02% | 59 |
|
|
2025
Q2 | $1.23M | Sell |
16,700
-4,825
| -22% | -$346K | 0.02% | 64 |
|
|
2025
Q1 | $1.53M | Hold |
21,525
| – | – | 0.02% | 64 |
|
|
2024
Q4 | $1.26M | Hold |
21,525
| – | – | 0.02% | 63 |
|
|
2024
Q3 | $1.22M | Hold |
21,525
| – | – | 0.02% | 64 |
|
|
2024
Q2 | $1.13M | Hold |
21,525
| – | – | 0.02% | 68 |
|
|
2024
Q1 | $1.27M | Hold |
21,525
| – | – | 0.03% | 64 |
|
|
2023
Q4 | $1.01M | Hold |
21,525
| – | – | 0.02% | 70 |
|
|
2023
Q3 | $911K | Hold |
21,525
| – | – | 0.03% | 67 |
|
|
2023
Q2 | $854K | Sell |
21,525
-2,066
| -9% | -$81.2K | 0.02% | 68 |
|
|
2023
Q1 | $979K | Hold |
23,591
| – | – | 0.03% | 76 |
|
|
2022
Q4 | $1.14M | Hold |
23,591
| – | – | 0.04% | 74 |
|
|
2022
Q3 | $1.02M | Hold |
23,591
| – | – | 0.04% | 75 |
|
|
2022
Q2 | $1.07M | Buy |
23,591
+4,275
| +22% | +$194K | 0.04% | 71 |
|
|
2022
Q1 | $857K | Sell |
19,316
-4,275
| -18% | -$170K | 0.03% | 71 |
|
|
2021
Q4 | $864K | Hold |
23,591
| – | – | 0.03% | 66 |
|
|
2021
Q3 | $767K | Hold |
23,591
| – | – | 0.03% | 48 |
|
|
2021
Q2 | $780K | Hold |
23,591
| – | – | 0.03% | 48 |
|
|
2021
Q1 | $790K | Sell |
23,591
-574
| -2% | -$17.7K | 0.03% | 51 |
|
|
2020
Q4 | $713K | Buy |
+24,165
| New | +$697K | 0.03% | 54 |
|
|
2019
Q4 | – | Sell |
-24,165
| Closed | -$776K | – | 79 |
|
|
2019
Q3 | $776K | Hold |
24,165
| – | – | 0.04% | 62 |
|
|
2019
Q2 | $708K | Buy |
+24,165
| New | +$661K | 0.04% | 72 |
|
|
2017
Q3 | – | Sell |
-48,320
| Closed | -$990K | – | 84 |
|
|
2017
Q2 | $990K | Hold |
48,320
| – | – | 0.06% | 55 |
|
|
2017
Q1 | $1.01M | Hold |
48,320
| – | – | 0.06% | 76 |
|
|
2016
Q4 | $952K | Hold |
48,320
| – | – | 0.06% | 92 |
|
|
2016
Q3 | $827K | Hold |
48,320
| – | – | 0.06% | 87 |
|
|
2016
Q2 | $858K | Buy |
+48,320
| New | +$804K | 0.06% | 91 |
|
|
2013
Q4 | – | Sell |
-324,945
| Closed | -$4.13M | – | 187 |
|
|
2013
Q3 | $4.13M | Buy |
+324,945
| New | +$4.08M | 0.24% | 75 |
|
Other funds holding WRB
MSI
Waverton Investment Management's WRB Position: Q4 2025 in Review
Waverton Investment Management sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 16,700 shares — an estimated $1.28M sold.
Waverton Investment Management first reported a position in WRB in Q3 2013 and held it in 28 quarters. The position peaked at $4.13M in Q3 2013. 951 funds tracked by Wall St. Rank hold WRB as of Q4 2025.
- Waverton Investment Management reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
- Waverton Investment Management sold 16,700 W.R. Berkley shares in Q4 2025, an estimated $1.28M.
- Waverton Investment Management first reported a position in W.R. Berkley in Q3 2013 and held it in 28 quarters.
- Waverton Investment Management's W.R. Berkley position peaked at $4.13M in Q3 2013.
- 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.
Based on Waverton Investment Management's 13F filing for Q4 2025.