Brighton Jones LLC’s W.R. Berkley WRB Stock Holding History

Brighton Jones LLC’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 Q4	–	Sell	-31,247	Closed	-$2.39M	–	978
2025 Q3	$2.39M	Sell	31,247 -1,324	-4%	-$94.3K	0.06%	191
2025 Q2	$2.39M	Buy	32,571 +2,493	+8%	+$179K	0.06%	170
2025 Q1	$2.14M	Sell	30,078 -20,425	-40%	-$1.25M	0.07%	163
2024 Q4	$2.96M	Buy	50,503 +21,737	+76%	+$1.3M	0.09%	121
2024 Q3	$1.63M	Buy	28,766 +9,447	+49%	+$530K	0.06%	158
2024 Q2	$1.01M	Buy	19,319 +318	+2%	+$17K	0.03%	224
2024 Q1	$1.12M	Sell	19,001 -951	-5%	-$51.4K	0.04%	210
2023 Q4	$941K	Buy	+19,952	New	+$909K	0.04%	217
2022 Q1	–	Sell	-7,025	Closed	-$257K	–	556
2021 Q4	$257K	Sell	7,025 -33,646	-83%	-$1.19M	0.01%	423
2021 Q3	$1.32M	Buy	+40,671	New	+$1.34M	0.07%	129

Other funds holding WRB

Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management

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

Norges Bank Oslo, Norway $935B AUM

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return