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 $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

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