Asahi Life Asset Management’s W.R. Berkley WRB Stock Holding History

Asahi Life Asset 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
2023 Q2	–	Sell	-6,555	Closed	-$272K	–	252
2023 Q1	$272K	Buy	+6,555	New	+$293K	0.09%	158
2022 Q4	–	Sell	-7,350	Closed	-$316K	–	271
2022 Q3	$316K	Buy	+7,350	New	+$319K	0.1%	100
2020 Q3	–	Sell	-12,983	Closed	-$331K	–	287
2020 Q2	$331K	Buy	+12,983	New	+$318K	0.05%	123
2019 Q4	–	Sell	-6,255	Closed	-$201K	–	279
2019 Q3	$201K	Buy	+6,255	New	+$195K	0.03%	183

Other funds holding WRB

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return