Chilton Capital Management’s W.R. Berkley WRB Stock Holding History

Chilton Capital Management’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	$243K	Hold	3,667	–	–	0.01%	222
2025 Q4	$257K	Hold	3,667	–	–	0.01%	202
2025 Q3	$281K	Hold	3,667	–	–	0.01%	204
2025 Q2	$269K	Hold	3,667	–	–	0.01%	198
2025 Q1	$261K	Hold	3,667	–	–	0.01%	198
2024 Q4	$215K	Hold	3,667	–	–	0.01%	218
2024 Q3	$208K	Sell	3,667 -1	-0%	-$56	0.01%	225
2024 Q2	$192K	Hold	3,668	–	–	0.01%	238
2024 Q1	$216K	Hold	3,668	–	–	0.01%	234
2023 Q4	$173K	Hold	3,668	–	–	0.01%	252
2023 Q3	$155K	Hold	3,668	–	–	0.01%	236
2023 Q2	$146K	Hold	3,668	–	–	0.01%	244
2023 Q1	$152K	Buy	+3,668	New	+$164K	0.01%	241

Other funds holding WRB

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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