Beacon Capital Management LLC (Tennessee)’s W.R. Berkley WRB Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-66	Closed	-$3.88K	–	1191
2024 Q4	$3.88K	Hold	66	–	–	﹤0.01%	780
2024 Q3	$3.75K	Hold	66	–	–	﹤0.01%	874
2024 Q2	$3.46K	Hold	66	–	–	﹤0.01%	773
2024 Q1	$3.89K	Hold	66	–	–	﹤0.01%	755
2023 Q4	$2.78K	Hold	66	–	–	﹤0.01%	753
2023 Q3	$2.61K	Hold	66	–	–	﹤0.01%	802
2023 Q2	$2.61K	Hold	66	–	–	﹤0.01%	802
2023 Q1	$2.72K	Hold	66	–	–	﹤0.01%	725
2022 Q4	$3.17K	Buy	66 +1	+2%	+$48	﹤0.01%	725
2022 Q3	$3K	Hold	65	–	–	﹤0.01%	700
2022 Q2	$3K	Hold	65	–	–	﹤0.01%	753
2022 Q1	$3K	Buy	+65	New	+$2.59K	﹤0.01%	754

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

Beacon Capital Management LLC (Tennessee)'s WRB Position: Q1 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of W.R. Berkley (WRB) in Q1 2025, closing a stake of 66 shares — an estimated $3.88K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in WRB in Q1 2022 and held it in 12 quarters. The position peaked at $3.89K in Q1 2024. 917 funds tracked by Wall St. Rank hold WRB as of Q1 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining W.R. Berkley position as of Q1 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 66 W.R. Berkley shares in Q1 2025, an estimated $3.88K.
Beacon Capital Management LLC (Tennessee) first reported a position in W.R. Berkley in Q1 2022 and held it in 12 quarters.
Beacon Capital Management LLC (Tennessee)'s W.R. Berkley position peaked at $3.89K in Q1 2024.
917 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2025, filed 21 Apr 2025.