Creative Financial Designs’s W.R. Berkley WRB Stock Holding History

Creative Financial Designs’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	$39K	Sell	588 -459	-44%	-$31.6K	﹤0.01%	988
2025 Q4	$73.5K	Sell	1,047 -400	-28%	-$29.5K	﹤0.01%	732
2025 Q3	$111K	Buy	1,447 +101	+8%	+$7.19K	0.01%	615
2025 Q2	$98.9K	Buy	1,346 +242	+22%	+$17.3K	0.01%	672
2025 Q1	$78.5K	Buy	1,104 +218	+25%	+$13.4K	0.01%	688
2024 Q4	$51.8K	Buy	886 +85	+11%	+$5.09K	﹤0.01%	779
2024 Q3	$45.5K	Buy	801 +223	+39%	+$12.5K	﹤0.01%	801
2024 Q2	$30.3K	Buy	578 +540	+1,421%	+$28.9K	﹤0.01%	896
2024 Q1	$2.23K	Hold	38	–	–	﹤0.01%	1473
2023 Q4	$1.78K	Buy	+38	New	+$1.73K	﹤0.01%	1446

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