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

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

Kayne Anderson Rudnick Investment Management

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

Geode Capital Management

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

Janus Henderson Group

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return