Axa
WRB icon

Axa’s W.R. Berkley WRB Stock Holding History

Axa’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
Q3 		– Sell
-85,347
Closed -$6.27M – 1027
2025
Q2 		$6.27M Sell
85,347
-6,323
-7% -$453K 0.02% 513
2025
Q1 		$6.52M Buy
91,670
+10,540
+13% +$646K 0.02% 480
2024
Q4 		$4.75M Buy
81,130
+18,705
+30% +$1.12M 0.01% 551
2024
Q3 		$3.54M Buy
62,425
+30,316
+94% +$1.7M 0.01% 634
2024
Q2 		$1.68M Buy
32,109
+88
+0.3% +$4.71K 0.01% 799
2024
Q1 		$1.89M Buy
32,021
+23,852
+292% +$1.29M 0.01% 764
2023
Q4 		$385K Buy
8,169
+1,011
+14% +$46.1K ﹤0.01% 966
2023
Q3 		$303K Sell
7,158
-40,763
-85% -$1.69M ﹤0.01% 981
2023
Q2 		$1.9M Sell
47,921
-95,310
-67% -$3.75M 0.01% 739
2023
Q1 		$5.95M Sell
143,231
-68,886
-32% -$3.08M 0.02% 522
2022
Q4 		$10.3M Sell
212,117
-237,786
-53% -$11.5M 0.04% 432
2022
Q3 		$19.4M Buy
449,903
+4,454
+1% +$193K 0.08% 289
2022
Q2 		$20.3M Buy
+445,449
New +$20.3M 0.08% 294
2015
Q4 		– Sell
-1,350
Closed -$22K – 1502
2015
Q3 		$22K Sell
1,350
-2,363
-64% -$38.7K ﹤0.01% 1399
2015
Q2 		$57K Buy
+3,713
New +$55.3K ﹤0.01% 1328
2013
Q3 		– Sell
-338
Closed -$4K – 1327
2013
Q2 		$4K Buy
+338
New +$4.25K ﹤0.01% 1264

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
JFG
Jefferies Financial Group New York $8.2B AUM 40.95% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return