eCIO Inc’s W.R. Berkley WRB Stock Holding History

eCIO Inc’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	–	Sell	-770	Closed	-$54K	–	179
2025 Q4	$54K	Buy	+770	New	+$56.7K	0.03%	122
2025 Q2	–	Sell	-1,348	Closed	-$95.9K	–	179
2025 Q1	$95.9K	Buy	+1,348	New	+$82.6K	0.03%	168

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

eCIO Inc's WRB Position: Q1 2026 in Review

eCIO Inc sold out of W.R. Berkley (WRB) in Q1 2026, closing a stake of 770 shares — an estimated $54K sold.

eCIO Inc first reported a position in WRB in Q1 2025 and held it in 2 quarters. The position peaked at $95.9K in Q1 2025. 926 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

eCIO Inc reported no remaining W.R. Berkley position as of Q1 2026 after selling out during the quarter.
eCIO Inc sold 770 W.R. Berkley shares in Q1 2026, an estimated $54K.
eCIO Inc first reported a position in W.R. Berkley in Q1 2025 and held it in 2 quarters.
eCIO Inc's W.R. Berkley position peaked at $95.9K in Q1 2025.
926 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on eCIO Inc's 13F filing for Q1 2026, filed 14 Apr 2026.