Atala Financial’s W.R. Berkley WRB Stock Holding History

Atala Financial’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 Q2	–	Sell	-283	Closed	-$20.1K	–	451
2025 Q1	$20.1K	Hold	283	–	–	0.01%	242
2024 Q4	$16.6K	Buy	+283	New	+$16.9K	0.01%	269

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Atala Financial's WRB Position: Q2 2025 in Review

Atala Financial sold out of W.R. Berkley (WRB) in Q2 2025, closing a stake of 283 shares — an estimated $20.1K sold.

Atala Financial first reported a position in WRB in Q4 2024 and held it in 2 quarters. The position peaked at $20.1K in Q1 2025. 923 funds tracked by Wall St. Rank hold WRB as of Q2 2025.

Atala Financial reported no remaining W.R. Berkley position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 283 W.R. Berkley shares in Q2 2025, an estimated $20.1K.
Atala Financial first reported a position in W.R. Berkley in Q4 2024 and held it in 2 quarters.
Atala Financial's W.R. Berkley position peaked at $20.1K in Q1 2025.
923 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.