Covestor’s W.R. Berkley WRB Stock Holding History

Covestor’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	$75K	Sell	1,129 -605	-35%	-$41.7K	0.05%	446
2025 Q4	$121K	Buy	1,734 +678	+64%	+$50K	0.06%	469
2025 Q3	$81K	Sell	1,056 -429	-29%	-$30.5K	0.04%	686
2025 Q2	$110K	Sell	1,485 -150	-9%	-$10.8K	0.06%	500
2025 Q1	$116K	Buy	1,635 +272	+20%	+$16.7K	0.08%	393
2024 Q4	$79K	Buy	1,363 +131	+11%	+$7.85K	0.05%	660
2024 Q3	$70K	Buy	1,232 +744	+152%	+$41.8K	0.04%	722
2024 Q2	$25K	Sell	488 -331	-40%	-$17.7K	0.02%	1129
2024 Q1	$48K	Buy	819 +519	+173%	+$28.1K	0.03%	904
2023 Q4	$14K	Buy	300 +3	+1%	+$137	0.01%	1363
2023 Q3	$13K	Sell	297 -1,593	-84%	-$66K	0.01%	1311
2023 Q2	$75K	Buy	1,890 +675	+56%	+$26.5K	0.06%	600
2023 Q1	$50K	Sell	1,215 -9	-0.7%	-$403	0.04%	711
2022 Q4	$59K	Buy	1,224 +177	+17%	+$8.54K	0.05%	662
2022 Q3	$45K	Sell	1,047 -767	-42%	-$33.3K	0.04%	734
2022 Q2	$83K	Sell	1,814 -4	-0.2%	-$182	0.07%	514
2022 Q1	$81K	Buy	1,818 +837	+85%	+$33.4K	0.05%	633
2021 Q4	$36K	Buy	+981	New	+$34.8K	0.05%	703

Other funds holding WRB

Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM

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