Aurora Investment Counsel’s W.R. Berkley WRB Stock Holding History

Aurora Investment Counsel’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	-21,347	Closed	-$1.52M	–	126
2025 Q1	$1.52M	Sell	21,347 -11,629	-35%	-$713K	0.84%	65
2024 Q4	$1.93M	Sell	32,976 -1,088	-3%	-$65.2K	1.06%	39
2024 Q3	$1.93M	Sell	34,064 -4,342	-11%	-$244K	1.05%	38
2024 Q2	$2.01M	Sell	38,406 -1,734	-4%	-$92.9K	1.18%	30
2024 Q1	$2.37M	Buy	40,140 +664	+2%	+$35.9K	1.36%	13
2023 Q4	$1.79M	Buy	39,476 +968	+3%	+$44.1K	1.16%	26
2023 Q3	$1.63M	Buy	38,508 +64	+0.2%	+$2.65K	1.08%	27
2023 Q2	$1.53M	Sell	38,444 -433	-1%	-$17K	0.98%	42
2023 Q1	$1.61M	Buy	+38,877	New	+$1.74M	1.05%	33

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 $3.37T AUM 44.26% 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

Aurora Investment Counsel's WRB Position: Q2 2025 in Review

Aurora Investment Counsel sold out of W.R. Berkley (WRB) in Q2 2025, closing a stake of 21,347 shares — an estimated $1.52M sold.

Aurora Investment Counsel first reported a position in WRB in Q1 2023 and held it in 9 quarters. The position peaked at $2.37M in Q1 2024. 922 funds tracked by Wall St. Rank hold WRB as of Q2 2025.

Aurora Investment Counsel reported no remaining W.R. Berkley position as of Q2 2025 after selling out during the quarter.
Aurora Investment Counsel sold 21,347 W.R. Berkley shares in Q2 2025, an estimated $1.52M.
Aurora Investment Counsel first reported a position in W.R. Berkley in Q1 2023 and held it in 9 quarters.
Aurora Investment Counsel's W.R. Berkley position peaked at $2.37M in Q1 2024.
922 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2025.

Based on Aurora Investment Counsel's 13F filing for Q2 2025, filed 30 Jul 2025.