WBI Investments’s W.R. Berkley WRB Stock Holding History

WBI Investments’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 Q4	–	Sell	-30,242	Closed	-$2.32M	–	395
2025 Q3	$2.32M	Sell	30,242 -10,812	-26%	-$770K	0.59%	37
2025 Q2	$3.02M	Buy	+41,054	New	+$2.94M	0.78%	21
2025 Q1	–	Sell	-41,156	Closed	-$2.41M	–	306
2024 Q4	$2.41M	Sell	41,156 -26,456	-39%	-$1.58M	0.6%	48
2024 Q3	$3.84M	Buy	+67,612	New	+$3.8M	0.92%	16
2024 Q2	–	Sell	-125,474	Closed	-$7.4M	–	235
2024 Q1	$7.4M	Buy	125,474 +63,690	+103%	+$3.44M	1.54%	9
2023 Q4	$2.91M	Buy	+61,784	New	+$2.82M	0.58%	45
2021 Q2	–	Sell	-13,340	Closed	-$447K	–	250
2021 Q1	$447K	Buy	+13,340	New	+$411K	0.07%	154

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WBI Investments's WRB Position: Q4 2025 in Review

WBI Investments sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 30,242 shares — an estimated $2.32M sold.

WBI Investments first reported a position in WRB in Q1 2021 and held it in 7 quarters. The position peaked at $7.4M in Q1 2024. 948 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

WBI Investments reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
WBI Investments sold 30,242 W.R. Berkley shares in Q4 2025, an estimated $2.32M.
WBI Investments first reported a position in W.R. Berkley in Q1 2021 and held it in 7 quarters.
WBI Investments's W.R. Berkley position peaked at $7.4M in Q1 2024.
948 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on WBI Investments's 13F filing for Q4 2025, filed 13 Feb 2026.