Blue Trust Inc’s W.R. Berkley WRB Stock Holding History

Blue Trust 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	$141K	Sell	2,127 -566	-21%	-$39K	﹤0.01%	879
2025 Q4	$189K	Sell	2,693 -102	-4%	-$7.52K	﹤0.01%	801
2025 Q3	$214K	Sell	2,795 -292	-9%	-$20.8K	﹤0.01%	770
2025 Q2	$227K	Sell	3,087 -218	-7%	-$15.6K	﹤0.01%	725
2025 Q1	$235K	Buy	3,305 +455	+16%	+$27.9K	﹤0.01%	647
2024 Q4	$167K	Sell	2,850 -673	-19%	-$40.3K	﹤0.01%	718
2024 Q3	$277K	Buy	3,523 +115	+3%	+$6.46K	﹤0.01%	711
2024 Q2	$201K	Buy	3,408 +1,698	+99%	+$91K	﹤0.01%	703
2024 Q1	$101K	Sell	1,710 -132	-7%	-$7.14K	﹤0.01%	713
2023 Q4	$78K	Sell	1,842 -183	-9%	-$8.34K	﹤0.01%	789
2023 Q3	$81K	Buy	2,025 +619	+44%	+$25.6K	﹤0.01%	687
2023 Q2	$58K	Sell	1,406 -1,240	-47%	-$48.7K	﹤0.01%	655
2023 Q1	$128K	Buy	2,646 +132	+5%	+$5.91K	﹤0.01%	691
2022 Q4	$108K	Buy	2,514 +793	+46%	+$38.2K	﹤0.01%	638
2022 Q3	$78K	Buy	1,721 +552	+47%	+$24K	﹤0.01%	615
2022 Q2	$52K	Buy	+1,169	New	+$53.2K	﹤0.01%	674

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