Centaurus Financial’s W.R. Berkley WRB Stock Holding History

Centaurus Financial’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 Q1	–	Sell	-18,558	Closed	-$1.09M	–	946
2024 Q4	$1.09M	Buy	18,558 +93	+0.5%	+$5.57K	0.07%	261
2024 Q3	$1.05M	Sell	18,465 -258	-1%	-$14.5K	0.07%	248
2024 Q2	$981K	Buy	18,723 +403	+2%	+$21.6K	0.07%	248
2024 Q1	$1.08M	Buy	+18,320	New	+$991K	0.08%	231

Other funds holding WRB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Centaurus Financial's WRB Position: Q1 2025 in Review

Centaurus Financial sold out of W.R. Berkley (WRB) in Q1 2025, closing a stake of 18,558 shares — an estimated $1.09M sold.

Centaurus Financial first reported a position in WRB in Q1 2024 and held it in 4 quarters. The position peaked at $1.09M in Q4 2024. 916 funds tracked by Wall St. Rank hold WRB as of Q1 2025.

Centaurus Financial reported no remaining W.R. Berkley position as of Q1 2025 after selling out during the quarter.
Centaurus Financial sold 18,558 W.R. Berkley shares in Q1 2025, an estimated $1.09M.
Centaurus Financial first reported a position in W.R. Berkley in Q1 2024 and held it in 4 quarters.
Centaurus Financial's W.R. Berkley position peaked at $1.09M in Q4 2024.
916 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2025.

Based on Centaurus Financial's 13F filing for Q1 2025, filed 15 May 2025.