Concord Wealth Partners’s W.R. Berkley WRB Stock Holding History

Concord Wealth Partners’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	-11	Closed	-$644	–	986
2024 Q4	$644	Hold	11	–	–	﹤0.01%	841
2024 Q3	$624	Buy	+11	New	+$618	﹤0.01%	880
2023 Q4	–	Sell	-149	Closed	-$6.29K	–	1030
2023 Q3	$6.29K	Hold	149	–	–	﹤0.01%	685
2023 Q2	$5.9K	Hold	149	–	–	﹤0.01%	676
2023 Q1	$6.16K	Hold	149	–	–	﹤0.01%	643
2022 Q4	$7.18K	Buy	+149	New	+$7.19K	﹤0.01%	688
2022 Q3	–	Sell	-149	Closed	-$7K	–	1168
2022 Q2	$7K	Hold	149	–	–	﹤0.01%	763
2022 Q1	$7K	Sell	149 -15	-9%	-$598	﹤0.01%	851
2021 Q4	$6K	Hold	164	–	–	﹤0.01%	919
2021 Q3	$5K	Hold	164	–	–	﹤0.01%	604
2021 Q2	$5K	Sell	164 -9	-5%	-$312	﹤0.01%	747
2021 Q1	$6K	Buy	+173	New	+$5.34K	﹤0.01%	650

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 $3.38T AUM 44.17% 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

Concord Wealth Partners's WRB Position: Q1 2025 in Review

Concord Wealth Partners sold out of W.R. Berkley (WRB) in Q1 2025, closing a stake of 11 shares — an estimated $644 sold.

Concord Wealth Partners first reported a position in WRB in Q1 2021 and held it in 12 quarters. The position peaked at $7.18K in Q4 2022. 917 funds tracked by Wall St. Rank hold WRB as of Q1 2025.

Concord Wealth Partners reported no remaining W.R. Berkley position as of Q1 2025 after selling out during the quarter.
Concord Wealth Partners sold 11 W.R. Berkley shares in Q1 2025, an estimated $644.
Concord Wealth Partners first reported a position in W.R. Berkley in Q1 2021 and held it in 12 quarters.
Concord Wealth Partners's W.R. Berkley position peaked at $7.18K in Q4 2022.
917 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.