Western Wealth Management’s W.R. Berkley WRB Stock Holding History

Western Wealth 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 Q4	–	Sell	-2,654	Closed	-$203K	–	857
2025 Q3	$203K	Buy	+2,654	New	+$189K	0.01%	738

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

Western Wealth Management's WRB Position: Q4 2025 in Review

Western Wealth Management sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 2,654 shares — an estimated $203K sold.

Western Wealth Management first reported a position in WRB in Q3 2025 and held it in 1 quarter. The position peaked at $203K in Q3 2025. 948 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

Western Wealth Management reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
Western Wealth Management sold 2,654 W.R. Berkley shares in Q4 2025, an estimated $203K.
Western Wealth Management first reported a position in W.R. Berkley in Q3 2025 and held it in 1 quarter.
Western Wealth Management's W.R. Berkley position peaked at $203K in Q3 2025.
948 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on Western Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.