Aspire Private Capital’s W.R. Berkley WRB Stock Holding History

Aspire Private Capital’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
2024 Q4	–	Sell	-104	Closed	-$5.87K	–	645
2024 Q3	$5.87K	Hold	104	–	–	﹤0.01%	446
2024 Q2	$5.42K	Hold	104	–	–	﹤0.01%	458
2024 Q1	$6.1K	Hold	104	–	–	﹤0.01%	462
2023 Q4	$4.88K	Sell	104 -9	-8%	-$410	﹤0.01%	471
2023 Q3	$4.76K	Hold	113	–	–	﹤0.01%	480
2023 Q2	$4.47K	Hold	113	–	–	﹤0.01%	466
2023 Q1	$4.67K	Hold	113	–	–	﹤0.01%	447
2022 Q4	$5.44K	Hold	113	–	–	﹤0.01%	422
2022 Q3	$5K	Buy	+113	New	+$4.91K	﹤0.01%	428
2020 Q2	–	Sell	-9	Closed	–	–	325
2020 Q1	$0	Buy	+9	New	+$268	﹤0.01%	492

Other funds holding WRB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Aspire Private Capital's WRB Position: Q4 2024 in Review

Aspire Private Capital sold out of W.R. Berkley (WRB) in Q4 2024, closing a stake of 104 shares — an estimated $5.87K sold.

Aspire Private Capital first reported a position in WRB in Q1 2020 and held it in 10 quarters. The position peaked at $6.1K in Q1 2024. 877 funds tracked by Wall St. Rank hold WRB as of Q4 2024.

Aspire Private Capital reported no remaining W.R. Berkley position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 104 W.R. Berkley shares in Q4 2024, an estimated $5.87K.
Aspire Private Capital first reported a position in W.R. Berkley in Q1 2020 and held it in 10 quarters.
Aspire Private Capital's W.R. Berkley position peaked at $6.1K in Q1 2024.
877 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.