FHA
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Flagship Harbor Advisors’s W.R. Berkley WRB Stock Holding History

Flagship Harbor 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 		– Sell
-595
Closed -$41.8K – 2204
2025
Q4 		$41.8K Buy
+595
New +$43.8K ﹤0.01% 1118
2020
Q4 		– Sell
-1,046
Closed -$28K – 1777
2020
Q3 		$28K Buy
1,046
+51
+5% +$1.4K ﹤0.01% 1039
2020
Q2 		$25K Buy
+995
New +$24.4K ﹤0.01% 1078

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VCM
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VPM
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State Street
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Morgan Stanley
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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
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