Bard Financial Services’s W.R. Berkley WRB Stock Holding History

Bard Financial Services’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	$582K	Hold	7,590	–	–	0.06%	138
2025 Q2	$558K	Hold	7,590	–	–	0.07%	137
2025 Q1	$540K	Hold	7,590	–	–	0.07%	144
2024 Q4	$444K	Hold	7,590	–	–	0.05%	151
2024 Q3	$431K	Hold	7,590	–	–	0.05%	160
2024 Q2	$398K	Hold	7,590	–	–	0.04%	167
2024 Q1	$448K	Hold	7,590	–	–	0.05%	160
2023 Q4	$358K	Hold	7,590	–	–	0.04%	175
2023 Q3	$321K	Hold	7,590	–	–	0.04%	173
2023 Q2	$301K	Hold	7,590	–	–	0.02%	255
2023 Q1	$315K	Hold	7,590	–	–	0.03%	251
2022 Q4	$367K	Hold	7,590	–	–	0.03%	233
2022 Q3	$327K	Hold	7,590	–	–	0.03%	228
2022 Q2	$345K	Hold	7,590	–	–	0.03%	226
2022 Q1	$337K	Sell	7,590 -4	-0.1%	-$160	0.03%	229
2021 Q4	$278K	Hold	7,594	–	–	0.02%	246
2021 Q3	$247K	Hold	7,594	–	–	0.02%	241
2021 Q2	$251K	Hold	7,594	–	–	0.02%	238
2021 Q1	$254K	Hold	7,594	–	–	0.02%	226
2020 Q4	$224K	Buy	+7,594	New	+$219K	0.02%	240

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

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 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

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

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

Bard Financial Services's WRB Position: Q3 2025 in Review

Bard Financial Services held its W.R. Berkley (WRB) position steady in Q3 2025 at 7,590 shares worth $582K. The position accounts for 0.06% of the portfolio, ranked #138.

Bard Financial Services first reported a position in WRB in Q4 2020 and has held it in 20 quarters since. 933 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

Bard Financial Services held 7,590 shares of W.R. Berkley worth $582K as of Q3 2025.
Bard Financial Services left its W.R. Berkley share count unchanged in Q3 2025.
W.R. Berkley made up 0.06% of Bard Financial Services's portfolio in Q3 2025, its #138 holding.
Bard Financial Services first reported a position in W.R. Berkley in Q4 2020 and has held it in 20 quarters since.
933 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.