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Colonial Trust Advisors’s W.R. Berkley WRB Stock Holding History

Colonial Trust 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
2026
Q1 		$6.43K Hold
97
– – ﹤0.01% 584
2025
Q4 		$6.8K Hold
97
– – ﹤0.01% 554
2025
Q3 		$7.43K Buy
+97
New +$6.91K ﹤0.01% 534
2024
Q2 		– Sell
-432
Closed -$25.5K – 1030
2024
Q1 		$25.5K Buy
432
+429
+14,300% +$23.2K ﹤0.01% 431
2023
Q4 		$141 Hold
3
– – ﹤0.01% 886
2023
Q3 		$127 Buy
+3
New +$124 ﹤0.01% 897
2023
Q1 		– Sell
-3
Closed -$145 – 936
2022
Q4 		$145 Buy
+3
New +$145 ﹤0.01% 886

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