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

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Janus Henderson Group

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM