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

Crewe 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	$23.1K	Hold	348	–	–	﹤0.01%	492
2025 Q4	$24.4K	Buy	348 +180	+107%	+$13.3K	﹤0.01%	454
2025 Q3	$12.9K	Buy	+168	New	+$12K	﹤0.01%	581
2024 Q3	–	Sell	-305	Closed	-$16K	–	1001
2024 Q2	$16K	Buy	305 +224	+277%	+$12K	﹤0.01%	594
2024 Q1	$4.78K	Buy	+81	New	+$4.38K	﹤0.01%	738
2023 Q1	–	Sell	-108	Closed	-$5.22K	–	1042
2022 Q4	$5.22K	Sell	108 -77	-42%	-$3.71K	﹤0.01%	661
2022 Q3	$8K	Buy	185 +77	+71%	+$3.34K	﹤0.01%	741
2022 Q2	$5K	Buy	+108	New	+$4.91K	﹤0.01%	779

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