BankPlus Trust Department’s W.R. Berkley WRB Stock Holding History

BankPlus Trust Department’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 Q1	–	Sell	-13	Closed	-$761	–	518
2024 Q4	$761	Buy	+13	New	+$779	﹤0.01%	448

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BankPlus Trust Department's WRB Position: Q1 2025 in Review

BankPlus Trust Department sold out of W.R. Berkley (WRB) in Q1 2025, closing a stake of 13 shares — an estimated $761 sold.

BankPlus Trust Department first reported a position in WRB in Q4 2024 and held it in 1 quarter. The position peaked at $761 in Q4 2024. 917 funds tracked by Wall St. Rank hold WRB as of Q1 2025.

BankPlus Trust Department reported no remaining W.R. Berkley position as of Q1 2025 after selling out during the quarter.
BankPlus Trust Department sold 13 W.R. Berkley shares in Q1 2025, an estimated $761.
BankPlus Trust Department first reported a position in W.R. Berkley in Q4 2024 and held it in 1 quarter.
BankPlus Trust Department's W.R. Berkley position peaked at $761 in Q4 2024.
917 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2025.

Based on BankPlus Trust Department's 13F filing for Q1 2025, filed 1 May 2025.