Benjamin Edwards Inc’s W.R. Berkley WRB Stock Holding History

Benjamin Edwards Inc’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	$7.08M	Sell	106,884 -5,444	-5%	-$375K	0.07%	264
2025 Q4	$7.88M	Sell	112,328 -14,140	-11%	-$1.04M	0.09%	228
2025 Q3	$9.69M	Buy	126,468 +735	+0.6%	+$52.3K	0.11%	188
2025 Q2	$9.24M	Sell	125,733 -5,871	-4%	-$421K	0.12%	182
2025 Q1	$9.37M	Sell	131,604 -7,124	-5%	-$437K	0.13%	171
2024 Q4	$8.12M	Sell	138,728 -2,895	-2%	-$173K	0.12%	189
2024 Q3	$8.03M	Buy	141,623 +138,363	+4,244%	+$7.77M	0.12%	188
2024 Q2	$171K	Buy	3,260 +354	+12%	+$19K	0.03%	365
2024 Q1	$171K	Buy	2,906 +1,131	+64%	+$61.2K	0.03%	359
2023 Q4	$84K	Buy	1,775 +299	+20%	+$13.6K	0.02%	436
2023 Q3	$62K	Buy	1,476 +508	+52%	+$21K	0.01%	436
2023 Q2	$38K	Sell	968 -45	-4%	-$1.77K	0.01%	483
2023 Q1	$42K	Sell	1,013 -64	-6%	-$2.86K	0.01%	483
2022 Q4	$52K	Buy	1,077 +33	+3%	+$1.59K	0.01%	414
2022 Q3	$45K	Buy	1,044 +204	+24%	+$8.86K	0.01%	429
2022 Q2	$38K	Hold	840	–	–	0.01%	453
2022 Q1	$37K	Buy	840 +43	+5%	+$1.72K	0.01%	484
2021 Q4	$29K	Buy	797 +48	+6%	+$1.7K	0.01%	477
2021 Q3	$24K	Hold	749	–	–	0.01%	388
2021 Q2	$25K	Buy	+749	New	+$25.9K	0.02%	321

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