Bell Investment Advisors’s W.R. Berkley WRB Stock Holding History

Bell Investment Advisors’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
2026 Q1	$1.06K	Hold	16	–	–	﹤0.01%	1530
2025 Q4	$1.12K	Hold	16	–	–	﹤0.01%	1517
2025 Q3	$1.23K	Hold	16	–	–	﹤0.01%	1508
2025 Q2	$1.18K	Hold	16	–	–	﹤0.01%	1541
2025 Q1	$1.14K	Buy	+16	New	+$981	﹤0.01%	1509
2023 Q4	–	Sell	-12	Closed	-$508	–	2010
2023 Q3	$508	Buy	+12	New	+$497	﹤0.01%	1791
2023 Q2	–	Sell	-26	Closed	-$1.06K	–	2002
2023 Q1	$1.06K	Sell	26 -1	-4%	-$45	﹤0.01%	1548
2022 Q4	$1.31K	Hold	27	–	–	﹤0.01%	1476
2022 Q3	$1K	Hold	27	–	–	﹤0.01%	1636
2022 Q2	$1K	Buy	+27	New	+$1.23K	﹤0.01%	1660

Other funds holding WRB

Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return