Claris Advisors’s W.R. Berkley WRB Stock Holding History

Claris Advisors’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
2024 Q4	–	Sell	-1,104	Closed	-$62.6K	–	1172
2024 Q3	$62.6K	Buy	+1,104	New	+$62K	0.03%	109

Other funds holding WRB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Claris Advisors's WRB Position: Q4 2024 in Review

Claris Advisors sold out of W.R. Berkley (WRB) in Q4 2024, closing a stake of 1,104 shares — an estimated $62.6K sold.

Claris Advisors first reported a position in WRB in Q3 2024 and held it in 1 quarter. The position peaked at $62.6K in Q3 2024. 873 funds tracked by Wall St. Rank hold WRB as of Q4 2024.

Claris Advisors reported no remaining W.R. Berkley position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 1,104 W.R. Berkley shares in Q4 2024, an estimated $62.6K.
Claris Advisors first reported a position in W.R. Berkley in Q3 2024 and held it in 1 quarter.
Claris Advisors's W.R. Berkley position peaked at $62.6K in Q3 2024.
873 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.