CGC Financial Services’s W.R. Berkley WRB Stock Holding History

CGC Financial Services’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 Q2	$29.7K	Hold	421	–	–	0.01%	161
2026 Q1	$27.9K	Hold	421	–	–	0.01%	159
2025 Q4	$29.5K	Hold	421	–	–	0.01%	164
2025 Q3	$32.3K	Hold	421	–	–	0.01%	156
2025 Q2	$30.9K	Hold	421	–	–	0.01%	150
2025 Q1	$30K	Hold	421	–	–	0.01%	139
2024 Q4	$24.6K	Hold	421	–	–	0.01%	148
2024 Q3	$23.9K	Sell	421 -1	-0.2%	-$56	0.01%	150
2024 Q2	$22.1K	Hold	422	–	–	0.01%	150
2024 Q1	$24.9K	Sell	422 -1,266	-75%	-$68.5K	0.01%	143
2023 Q4	$79.6K	Buy	+1,688	New	+$76.9K	0.04%	85

Other funds holding WRB

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Agate Pass Investment Management Bainbridge Island, Washington $271M AUM 25.12% 1-Year Est. Return

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return