CS
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Cannell & Spears’s W.R. Berkley WRB Stock Holding History

Cannell & Spears’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 		– Sell
-2,904
Closed -$204K – 443
2025
Q4 		$204K Hold
2,904
– – ﹤0.01% 392
2025
Q3 		$223K Buy
2,904
+14
+0.5% +$997 ﹤0.01% 376
2025
Q2 		$212K Buy
2,890
+13
+0.5% +$932 ﹤0.01% 363
2025
Q1 		$205K Buy
+2,877
New +$176K ﹤0.01% 367
2024
Q2 		– Sell
-79,391
Closed -$4.68M – 397
2024
Q1 		$4.68M Buy
79,391
+12,791
+19% +$692K 0.1% 129
2023
Q4 		$3.14M Sell
66,600
-1,089
-2% -$49.6K 0.25% 46
2023
Q3 		$2.87M Sell
67,689
-818
-1% -$33.9K 0.25% 48
2023
Q2 		$2.72M Buy
+68,507
New +$2.69M 0.22% 49

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
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
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