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Williamson Legacy Group’s W.R. Berkley WRB Stock Holding History

Williamson Legacy Group’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
-15,843
Closed -$1.16M – 141
2025
Q2 		$1.16M Buy
15,843
+402
+3% +$28.8K 0.98% 50
2025
Q1 		$1.1M Buy
15,441
+8,733
+130% +$535K 1.04% 43
2024
Q4 		$393K Sell
6,708
-135
-2% -$8.09K 0.26% 92
2024
Q3 		$388K Sell
6,843
-3,714
-35% -$209K 0.26% 91
2024
Q2 		$553K Sell
10,557
-21,299
-67% -$1.14M 0.41% 72
2024
Q1 		$1.88M Buy
31,856
+798
+3% +$43.2K 1.45% 15
2023
Q4 		$1.46M Buy
+31,058
New +$1.42M 1.36% 21

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 $3.37T AUM 44.26% 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

Williamson Legacy Group's WRB Position: Q3 2025 in Review

Williamson Legacy Group sold out of W.R. Berkley (WRB) in Q3 2025, closing a stake of 15,843 shares — an estimated $1.16M sold.

Williamson Legacy Group first reported a position in WRB in Q4 2023 and held it in 7 quarters. The position peaked at $1.88M in Q1 2024. 933 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

  • Williamson Legacy Group reported no remaining W.R. Berkley position as of Q3 2025 after selling out during the quarter.
  • Williamson Legacy Group sold 15,843 W.R. Berkley shares in Q3 2025, an estimated $1.16M.
  • Williamson Legacy Group first reported a position in W.R. Berkley in Q4 2023 and held it in 7 quarters.
  • Williamson Legacy Group's W.R. Berkley position peaked at $1.88M in Q1 2024.
  • 933 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on Williamson Legacy Group's 13F filing for Q3 2025, filed 14 Nov 2025.