BTWM
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Baker Tilly Wealth Management’s W.R. Berkley WRB Stock Holding History

Baker Tilly Wealth Management’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
2023
Q1 		– Sell
-27,056
Closed -$1.31M – 584
2022
Q4 		$1.31M Buy
27,056
+741
+3% +$35.7K 0.16% 148
2022
Q3 		$1.13M Buy
26,315
+666
+3% +$28.9K 0.15% 142
2022
Q2 		$1.17M Sell
25,649
-396
-2% -$18K 0.15% 143
2022
Q1 		$1.16M Buy
26,045
+3,540
+16% +$141K 0.13% 167
2021
Q4 		$824K Buy
22,505
+3,189
+17% +$113K 0.09% 249
2021
Q3 		$628K Buy
19,316
+3,046
+19% +$100K 0.08% 270
2021
Q2 		$538K Buy
16,270
+2,133
+15% +$73.8K 0.09% 263
2021
Q1 		$473K Buy
14,137
+160
+1% +$4.93K 0.1% 248
2020
Q4 		$413K Buy
+13,977
New +$403K 0.13% 175

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return