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

WealthTrak 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
-40
Closed -$2.94K – 890
2025
Q2 		$2.94K Buy
40
+10
+33% +$717 ﹤0.01% 385
2025
Q1 		$2.13K Buy
30
+20
+200% +$1.23K ﹤0.01% 369
2024
Q4 		$586 Buy
+10
New +$599 ﹤0.01% 535

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

WealthTrak Capital Management sold out of W.R. Berkley (WRB) in Q3 2025, closing a stake of 40 shares — an estimated $2.94K sold.

WealthTrak Capital Management first reported a position in WRB in Q4 2024 and held it in 3 quarters. The position peaked at $2.94K in Q2 2025. 934 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

  • WealthTrak Capital Management reported no remaining W.R. Berkley position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 40 W.R. Berkley shares in Q3 2025, an estimated $2.94K.
  • WealthTrak Capital Management first reported a position in W.R. Berkley in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's W.R. Berkley position peaked at $2.94K in Q2 2025.
  • 934 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.