BA
WRB icon

Bellwether Advisors’s W.R. Berkley WRB Stock Holding History

Bellwether 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
2025
Q3 		– Sell
-344
Closed -$25.3K – 581
2025
Q2 		$25.3K Buy
+344
New +$24.7K ﹤0.01% 274
2023
Q2 		– Sell
-1,539
Closed -$63.9K – 476
2023
Q1 		$63.9K Hold
1,539
– – 0.02% 175
2022
Q4 		$74.5K Sell
1,539
-27,371
-95% -$1.32M 0.02% 167
2022
Q3 		$1.24M Sell
28,910
-3,202
-10% -$139K 0.41% 50
2022
Q2 		$1.46M Buy
32,112
+31,777
+9,486% +$1.44M 0.47% 48
2022
Q1 		$14K Hold
335
– – ﹤0.01% 288
2021
Q4 		$12K Hold
335
– – ﹤0.01% 319
2021
Q3 		$10K Buy
+335
New +$11K ﹤0.01% 311

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
JFG
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