Atomi Financial Group’s W.R. Berkley WRB Stock Holding History

Atomi Financial 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
2026 Q1	$316K	Sell	4,764 -303	-6%	-$20.9K	0.01%	922
2025 Q4	$355K	Sell	5,067 -119	-2%	-$8.77K	0.01%	851
2025 Q3	$397K	Buy	5,186 +345	+7%	+$24.6K	0.01%	748
2025 Q2	$356K	Buy	4,841 +32	+0.7%	+$2.29K	0.01%	733
2025 Q1	$342K	Sell	4,809 -65	-1%	-$3.98K	0.02%	699
2024 Q4	$285K	Sell	4,874 -158	-3%	-$9.46K	0.01%	747
2024 Q3	$285K	Sell	5,032 -154	-3%	-$8.65K	0.02%	688
2024 Q2	$272K	Sell	5,186 -1,042	-17%	-$55.8K	0.02%	618
2024 Q1	$367K	Buy	6,228 +409	+7%	+$22.1K	0.03%	455
2023 Q4	$274K	Buy	+5,819	New	+$265K	0.04%	445

Other funds holding WRB

Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

First Trust Advisors

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